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 | $416,357 | $100,895+312.7% | $90,430+360.4% | $158,950+161.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 13.59% | 1725.54%-1712.0pp | 1293.73%-1280.1pp | 302.91%-289.3pp |
| Employer contribution / active EE | $1,934 | $3,689-47.6% | $3,262-40.7% | $4,762-59.4% |
| Participant deferral / active EE | $14,496 | $4,347+233.4% | $3,963+265.8% | $5,983+142.3% |
| Admin fee / account holder | $3,900 | $6,505-40.1% | $5,613-30.5% | $11,248-65.3% |