Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $260,404 | $160,070+62.7% | $147,117+77.0% | $145,897+78.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 20.33% | 98.69%-78.4pp | 420.54%-400.2pp | 552.29%-532.0pp |
| Employer contribution / active EE | $5,862 | $5,285+10.9% | $4,932+18.8% | $4,663+25.7% |
| Participant deferral / active EE | $5,463 | $8,419-35.1% | $8,065-32.3% | $6,689-18.3% |
| Admin fee / account holder | $95,689 | $15,035+536.4% | $12,993+636.5% | $13,390+614.6% |