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 | $271,088 | $100,938+168.6% | $90,461+199.7% | $158,982+70.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 9.29% | 1727.20%-1717.9pp | 1294.76%-1285.5pp | 302.99%-293.7pp |
| Employer contribution / active EE | $2,640 | $3,691-28.5% | $3,264-19.1% | $4,763-44.6% |
| Participant deferral / active EE | $13,000 | $4,350+198.9% | $3,964+227.9% | $5,983+117.3% |
| Admin fee / account holder | $1,422 | $6,510-78.2% | $5,617-74.7% | $11,252-87.4% |