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 | $577,603 | $180,462+220.1% | $154,111+274.8% | $135,379+326.7% |
| Participation rate | 25.0% | 87.4%-62.4pp | 83.0%-58.0pp | 82.6%-57.6pp |
| Annual return | -4.37% | 888.17%-892.5pp | 735.18%-739.6pp | 519.79%-524.2pp |
| Employer contribution / active EE | $3,375 | $6,036-44.1% | $5,298-36.3% | $4,779-29.4% |
| Participant deferral / active EE | $3,375 | $5,806-41.9% | $5,081-33.6% | $5,609-39.8% |
| Admin fee / account holder | $5,510 | $16,145-65.9% | $13,411-58.9% | $10,828-49.1% |