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 | $254,599 | $102,595+148.2% | $94,057+170.7% | $154,746+64.5% |
| Participation rate | 69.2% | 76.0%-6.8pp | 73.3%-4.1pp | 80.7%-11.5pp |
| Annual return | 10.70% | 583.42%-572.7pp | 480.62%-469.9pp | 172.34%-161.6pp |
| Employer contribution / active EE | $8,405 | $3,147+167.1% | $2,933+186.6% | $4,379+91.9% |
| Participant deferral / active EE | $5,592 | $5,118+9.3% | $4,709+18.7% | $6,730-16.9% |
| Admin fee / account holder | $1,477 | $7,736-80.9% | $7,244-79.6% | $14,365-89.7% |