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 | $992,992 | $160,040+520.5% | $147,096+575.1% | $145,877+580.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.55% | 98.49%-85.9pp | 419.75%-407.2pp | 551.28%-538.7pp |
| Employer contribution / active EE | $2,782 | $5,289-47.4% | $4,936-43.6% | $4,663-40.3% |
| Participant deferral / active EE | $24,017 | $8,429+184.9% | $8,071+197.6% | $6,691+259.0% |
| Admin fee / account holder | $13,015 | $15,050-13.5% | $13,005+0.1% | $13,402-2.9% |