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 | $396,367 | $109,872+260.8% | $98,483+302.5% | $167,536+136.6% |
| Participation rate | 40.0% | 75.8%-35.8pp | 73.3%-33.3pp | 82.1%-42.1pp |
| Annual return | 23.10% | 1959.31%-1936.2pp | 1494.38%-1471.3pp | 478.82%-455.7pp |
| Employer contribution / active EE | $988 | $3,225-69.4% | $2,961-66.6% | $4,839-79.6% |
| Participant deferral / active EE | $4,336 | $4,673-7.2% | $4,276+1.4% | $6,342-31.6% |
| Admin fee / account holder | $2,920 | $6,757-56.8% | $5,953-51.0% | $12,315-76.3% |