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 | $412,465 | $92,743+344.7% | $82,744+398.5% | $134,532+206.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -11.15% | 946.63%-957.8pp | 702.22%-713.4pp | 418.27%-429.4pp |
| Employer contribution / active EE | $17,210 | $3,273+425.8% | $3,008+472.1% | $4,741+263.0% |
| Participant deferral / active EE | $16,500 | $4,802+243.6% | $4,395+275.5% | $6,401+157.8% |
| Admin fee / account holder | $4,959 | $5,977-17.0% | $5,325-6.9% | $11,429-56.6% |