Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $425,524 | $88,815+379.1% | $81,882+419.7% | $145,897+191.7% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 17.75% | 1033.75%-1016.0pp | 779.47%-761.7pp | 552.29%-534.5pp |
| Employer contribution / active EE | $12,641 | $3,086+309.6% | $2,916+333.5% | $4,663+171.1% |
| Participant deferral / active EE | $1,019 | $4,647-78.1% | $4,323-76.4% | $6,689-84.8% |
| Admin fee / account holder | $30,578 | $8,434+262.5% | $7,360+315.5% | $13,390+128.4% |