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 | $478,784 | $76,522+525.7% | $56,033+754.5% | $145,884+228.2% |
| Participation rate | 22.2% | 63.2%-41.0pp | 52.5%-30.3pp | 80.3%-58.1pp |
| Annual return | 8.50% | 3014.28%-3005.8pp | 1711.38%-1702.9pp | 551.85%-543.4pp |
| Employer contribution / active EE | $649 | $1,382-53.1% | $1,041-37.7% | $4,662-86.1% |
| Participant deferral / active EE | $6,778 | $2,624+158.3% | $1,954+246.9% | $6,690+1.3% |
| Admin fee / account holder | $4,405 | $3,328+32.3% | $2,827+55.8% | $13,392-67.1% |