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 | $947,734 | $202,342+368.4% | $172,752+448.6% | $152,897+519.9% |
| Participation rate | 46.2% | 87.1%-40.9pp | 82.6%-36.5pp | 82.5%-36.3pp |
| Annual return | 19.56% | 1029.83%-1010.3pp | 802.97%-783.4pp | 345.43%-325.9pp |
| Employer contribution / active EE | $19,492 | $5,858+232.7% | $5,144+278.9% | $4,764+309.2% |
| Participant deferral / active EE | $12,864 | $5,948+116.3% | $5,198+147.5% | $5,851+119.9% |
| Admin fee / account holder | $265,510 | $17,111+1451.7% | $13,955+1802.6% | $11,599+2189.0% |