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 | $458,059 | $106,557+329.9% | $91,227+402.1% | $134,545+240.5% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.2%-13.2pp | 81.2%-21.2pp |
| Annual return | -19.67% | 160.81%-180.5pp | 114.14%-133.8pp | 418.37%-438.0pp |
| Employer contribution / active EE | $17,514 | $3,332+425.6% | $2,851+514.3% | $4,742+269.4% |
| Participant deferral / active EE | $11,960 | $4,719+153.4% | $4,234+182.5% | $6,401+86.8% |
| Admin fee / account holder | $29,500 | $6,235+373.1% | $5,423+444.0% | $11,431+158.1% |