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 | $444,792 | $138,102+222.1% | $125,381+254.8% | $134,532+230.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -13.57% | 750.73%-764.3pp | 572.31%-585.9pp | 418.27%-431.8pp |
| Employer contribution / active EE | $3,859 | $5,245-26.4% | $4,815-19.9% | $4,741-18.6% |
| Participant deferral / active EE | $9,726 | $7,801+24.7% | $7,448+30.6% | $6,401+51.9% |
| Admin fee / account holder | $935 | $11,568-91.9% | $10,007-90.7% | $11,429-91.8% |