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 | $358,955 | $190,916+88.0% | $160,037+124.3% | $134,545+166.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -18.96% | 552.79%-571.8pp | 408.95%-427.9pp | 418.37%-437.3pp |
| Employer contribution / active EE | $12,248 | $4,996+145.2% | $4,226+189.9% | $4,742+158.3% |
| Participant deferral / active EE | $3,499 | $6,925-49.5% | $6,184-43.4% | $6,401-45.3% |
| Admin fee / account holder | $149,082 | $10,497+1320.3% | $8,716+1610.4% | $11,431+1204.2% |