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 | $540,718 | $138,102+291.5% | $125,381+331.3% | $134,532+301.9% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | -16.65% | 750.73%-767.4pp | 572.31%-589.0pp | 418.27%-434.9pp |
| Employer contribution / active EE | $13,405 | $5,245+155.5% | $4,815+178.4% | $4,741+182.7% |
| Participant deferral / active EE | $3,071 | $7,801-60.6% | $7,448-58.8% | $6,401-52.0% |
| Admin fee / account holder | $21,510 | $11,568+85.9% | $10,007+115.0% | $11,429+88.2% |