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 | $388,322 | $180,459+115.2% | $154,108+152.0% | $135,380+186.8% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -7.39% | 888.21%-895.6pp | 735.21%-742.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $6,067 | $6,035+0.5% | $5,298+14.5% | $4,779+27.0% |
| Participant deferral / active EE | $4,293 | $5,806-26.1% | $5,081-15.5% | $5,609-23.5% |
| Admin fee / account holder | $1,729 | $16,145-89.3% | $13,411-87.1% | $10,828-84.0% |