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 | $309,954 | $80,812+283.6% | $160,784+92.8% | $82,448+275.9% |
| Participation rate | 65.5% | 66.2%-0.7pp | 77.0%-11.4pp | 68.1%-2.6pp |
| Annual return | 14.28% | 100.59%-86.3pp | 1803.92%-1789.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $3,875 | $2,174+78.3% | $3,733+3.8% | $2,551+51.9% |
| Participant deferral / active EE | $9,530 | $4,335+119.8% | $6,293+51.4% | $4,139+130.2% |
| Admin fee / account holder | $76,667 | $7,695+896.3% | $9,717+689.0% | $7,234+959.8% |