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 | $559,998 | $55,437+910.1% | $155,534+260.0% | $74,459+652.1% |
| Participation rate | 69.3% | 61.9%+7.4pp | 78.2%-8.9pp | 67.2%+2.1pp |
| Annual return | 15.72% | 269.58%-253.9pp | 64.92%-49.2pp | 1369.70%-1354.0pp |
| Employer contribution / active EE | $13,707 | $2,266+504.9% | $4,675+193.2% | $2,626+422.0% |
| Participant deferral / active EE | $9,805 | $2,837+245.6% | $5,630+74.1% | $4,350+125.4% |
| Admin fee / account holder | $149,382 | $1,742+8473.4% | $15,900+839.5% | $1,945+7581.2% |