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 | $499,912 | $148,623+236.4% | $135,974+267.7% | $139,466+258.4% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 18.49% | 79.30%-60.8pp | 68.30%-49.8pp | 373.66%-355.2pp |
| Employer contribution / active EE | $5,012 | $5,246-4.5% | $4,859+3.1% | $4,754+5.4% |
| Participant deferral / active EE | $13,732 | $8,103+69.5% | $7,760+77.0% | $6,712+104.6% |
| Admin fee / account holder | $75,414 | $12,406+507.9% | $10,767+600.5% | $11,409+561.0% |