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 | $403,829 | $108,701+271.5% | $74,723+440.4% | $152,909+164.1% |
| Participation rate | 17.6% | 65.4%-47.7pp | 54.5%-36.8pp | 82.5%-64.8pp |
| Annual return | 18.94% | 114.12%-95.2pp | 753.18%-734.2pp | 345.46%-326.5pp |
| Employer contribution / active EE | $386 | $1,504-74.3% | $1,084-64.4% | $4,764-91.9% |
| Participant deferral / active EE | $3,247 | $2,709+19.9% | $1,962+65.5% | $5,851-44.5% |
| Admin fee / account holder | $870 | $4,906-82.3% | $3,335-73.9% | $11,601-92.5% |