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 | $299,226 | $138,114+116.7% | $125,391+138.6% | $134,545+122.4% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -12.01% | 750.88%-762.9pp | 572.41%-584.4pp | 418.37%-430.4pp |
| Employer contribution / active EE | $11,719 | $5,246+123.4% | $4,816+143.4% | $4,742+147.2% |
| Participant deferral / active EE | $7,873 | $7,801+0.9% | $7,448+5.7% | $6,401+23.0% |
| Admin fee / account holder | $1,263 | $11,570-89.1% | $10,009-87.4% | $11,431-89.0% |