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 | $317,806 | $138,068+130.2% | $125,358+153.5% | $134,493+136.3% |
| Participation rate | 53.8% | 84.5%-30.6pp | 82.4%-28.5pp | 81.2%-27.4pp |
| Annual return | -19.82% | 750.30%-770.1pp | 572.03%-591.8pp | 418.01%-437.8pp |
| Employer contribution / active EE | $2,077 | $5,244-60.4% | $4,814-56.9% | $4,740-56.2% |
| Participant deferral / active EE | $7,275 | $7,799-6.7% | $7,447-2.3% | $6,400+13.7% |
| Admin fee / account holder | $8,288 | $11,568-28.3% | $10,007-17.2% | $11,425-27.5% |