Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $593,316 | $160,070+270.7% | $147,117+303.3% | $145,897+306.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 204.57% | 98.69%+105.9pp | 420.54%-216.0pp | 552.29%-347.7pp |
| Employer contribution / active EE | $2,020 | $5,285-61.8% | $4,932-59.0% | $4,663-56.7% |
| Participant deferral / active EE | $13,135 | $8,419+56.0% | $8,065+62.9% | $6,689+96.4% |
| Admin fee / account holder | $5,632 | $15,035-62.5% | $12,993-56.7% | $13,390-57.9% |