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 | $394,741 | $150,447+162.4% | $136,298+189.6% | $147,586+167.5% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 22.57% | 1049.15%-1026.6pp | 5156.27%-5133.7pp | 578.59%-556.0pp |
| Employer contribution / active EE | $1,050 | $5,256-80.0% | $4,696-77.6% | $4,876-78.5% |
| Participant deferral / active EE | $3,872 | $6,631-41.6% | $6,247-38.0% | $5,439-28.8% |
| Admin fee / account holder | $21,959 | $10,906+101.3% | $9,244+137.5% | $10,886+101.7% |