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 | $442,787 | $202,345+118.8% | $172,755+156.3% | $152,885+189.6% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 31.04% | 1029.77%-998.7pp | 802.94%-771.9pp | 345.39%-314.4pp |
| Employer contribution / active EE | $3,649 | $5,858-37.7% | $5,144-29.1% | $4,763-23.4% |
| Participant deferral / active EE | $7,258 | $5,948+22.0% | $5,198+39.6% | $5,851+24.0% |
| Admin fee / account holder | $2,118 | $17,111-87.6% | $13,955-84.8% | $11,598-81.7% |