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 | $307,902 | $92,743+232.0% | $82,744+272.1% | $134,532+128.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -9.76% | 946.63%-956.4pp | 702.22%-712.0pp | 418.27%-428.0pp |
| Employer contribution / active EE | $2,933 | $3,273-10.4% | $3,008-2.5% | $4,741-38.1% |
| Participant deferral / active EE | $13,667 | $4,802+184.6% | $4,395+211.0% | $6,401+113.5% |
| Admin fee / account holder | $1,826 | $5,977-69.5% | $5,325-65.7% | $11,429-84.0% |