Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $435,493 | $92,684+369.9% | $82,706+426.6% | $134,509+223.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -17.24% | 945.84%-963.1pp | 701.76%-719.0pp | 418.13%-435.4pp |
| Employer contribution / active EE | $6,346 | $3,272+94.0% | $3,007+111.0% | $4,741+33.9% |
| Participant deferral / active EE | $8,578 | $4,800+78.7% | $4,394+95.2% | $6,400+34.0% |
| Admin fee / account holder | $4,694 | $5,982-21.5% | $5,329-11.9% | $11,427-58.9% |