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 | $250,738 | $138,102+81.6% | $125,381+100.0% | $134,532+86.4% |
| Participation rate | 30.4% | 84.5%-54.1pp | 82.4%-51.9pp | 81.2%-50.8pp |
| Annual return | -17.50% | 750.73%-768.2pp | 572.31%-589.8pp | 418.27%-435.8pp |
| Employer contribution / active EE | $2,333 | $5,245-55.5% | $4,815-51.6% | $4,741-50.8% |
| Participant deferral / active EE | $4,229 | $7,801-45.8% | $7,448-43.2% | $6,401-33.9% |
| Admin fee / account holder | $16,054 | $11,568+38.8% | $10,007+60.4% | $11,429+40.5% |