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 | $634,551 | $88,778+614.8% | $81,844+675.3% | $145,884+335.0% |
| Participation rate | 64.3% | 75.1%-10.8pp | 72.4%-8.1pp | 80.3%-16.0pp |
| Annual return | 13.02% | 1033.03%-1020.0pp | 778.87%-765.9pp | 551.85%-538.8pp |
| Employer contribution / active EE | $3,826 | $3,087+24.0% | $2,916+31.2% | $4,662-17.9% |
| Participant deferral / active EE | $7,360 | $4,648+58.3% | $4,323+70.2% | $6,690+10.0% |
| Admin fee / account holder | $54,802 | $8,430+550.1% | $7,355+645.0% | $13,392+309.2% |