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 | $333,246 | $102,385+225.5% | $147,080+126.6% | $80,935+311.7% |
| Participation rate | 61.5% | 75.9%-14.3pp | 82.2%-20.6pp | 67.7%-6.1pp |
| Annual return | 104.37% | 135.09%-30.7pp | 420.17%-315.8pp | 35.66%+68.7pp |
| Employer contribution / active EE | $5,094 | $3,717+37.1% | $4,933+3.3% | $2,757+84.8% |
| Participant deferral / active EE | $7,652 | $6,651+15.1% | $8,066-5.1% | $4,299+78.0% |
| Admin fee / account holder | $410,655 | $7,951+5064.6% | $12,989+3061.6% | $6,924+5830.6% |