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 | $351,606 | $99,011+255.1% | $86,582+306.1% | $147,586+138.2% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 12.55% | 1312.75%-1300.2pp | 965.08%-952.5pp | 578.59%-566.0pp |
| Employer contribution / active EE | $4,235 | $3,132+35.2% | $2,839+49.2% | $4,876-13.1% |
| Participant deferral / active EE | $735 | $3,972-81.5% | $3,609-79.6% | $5,439-86.5% |
| Admin fee / account holder | $151,889 | $5,709+2560.6% | $4,904+2997.2% | $10,886+1295.3% |