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 | $371,443 | $160,040+132.1% | $147,096+152.5% | $145,877+154.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.53% | 98.49%-85.0pp | 419.75%-406.2pp | 551.28%-537.8pp |
| Employer contribution / active EE | $3,572 | $5,289-32.5% | $4,936-27.6% | $4,663-23.4% |
| Participant deferral / active EE | $11,711 | $8,429+38.9% | $8,071+45.1% | $6,691+75.0% |
| Admin fee / account holder | $85,643 | $15,050+469.1% | $13,005+558.5% | $13,402+539.0% |