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 | $275,088 | $138,102+99.2% | $125,381+119.4% | $134,532+104.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -14.28% | 750.73%-765.0pp | 572.31%-586.6pp | 418.27%-432.5pp |
| Employer contribution / active EE | $1,537 | $5,245-70.7% | $4,815-68.1% | $4,741-67.6% |
| Participant deferral / active EE | $4,153 | $7,801-46.8% | $7,448-44.2% | $6,401-35.1% |
| Admin fee / account holder | $855 | $11,568-92.6% | $10,007-91.5% | $11,429-92.5% |