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 | $478,283 | $150,447+217.9% | $136,298+250.9% | $147,586+224.1% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 17.67% | 1049.15%-1031.5pp | 5156.27%-5138.6pp | 578.59%-560.9pp |
| Employer contribution / active EE | $9,810 | $5,256+86.6% | $4,696+108.9% | $4,876+101.2% |
| Participant deferral / active EE | $14,545 | $6,631+119.4% | $6,247+132.8% | $5,439+167.4% |
| Admin fee / account holder | $27,044 | $10,906+148.0% | $9,244+192.6% | $10,886+148.4% |