Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $374,514 | $160,040+134.0% | $147,096+154.6% | $145,877+156.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 23.19% | 98.49%-75.3pp | 419.75%-396.6pp | 551.28%-528.1pp |
| Employer contribution / active EE | $3,000 | $5,289-43.3% | $4,936-39.2% | $4,663-35.7% |
| Participant deferral / active EE | $4,500 | $8,429-46.6% | $8,071-44.2% | $6,691-32.7% |
| Admin fee / account holder | $103,415 | $15,050+587.1% | $13,005+695.2% | $13,402+671.6% |