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 | $298,191 | $80,812+269.0% | $160,784+85.5% | $82,448+261.7% |
| Participation rate | 61.4% | 66.2%-4.8pp | 77.0%-15.5pp | 68.1%-6.6pp |
| Annual return | 13.36% | 100.59%-87.2pp | 1803.92%-1790.6pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,611 | $2,174-25.9% | $3,733-56.8% | $2,551-36.9% |
| Participant deferral / active EE | $9,978 | $4,335+130.2% | $6,293+58.6% | $4,139+141.1% |
| Admin fee / account holder | $29,976 | $7,695+289.5% | $9,717+208.5% | $7,234+314.3% |