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 | $310,641 | $176,077+76.4% | $159,455+94.8% | $167,518+85.4% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 12.67% | 331.83%-319.2pp | 263.63%-251.0pp | 478.71%-466.0pp |
| Employer contribution / active EE | $2,432 | $5,298-54.1% | $4,830-49.7% | $4,838-49.7% |
| Participant deferral / active EE | $9,789 | $7,751+26.3% | $7,353+33.1% | $6,342+54.3% |
| Admin fee / account holder | $14,299 | $12,556+13.9% | $10,800+32.4% | $12,312+16.1% |