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 | $298,696 | $202,342+47.6% | $172,753+72.9% | $152,909+95.3% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 15.64% | 1029.88%-1014.2pp | 803.00%-787.4pp | 345.46%-329.8pp |
| Employer contribution / active EE | $3,263 | $5,857-44.3% | $5,144-36.6% | $4,764-31.5% |
| Participant deferral / active EE | $3,374 | $5,948-43.3% | $5,198-35.1% | $5,851-42.3% |
| Admin fee / account holder | $128,713 | $17,112+652.2% | $13,956+822.3% | $11,601+1009.5% |