Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $278,763 | $160,040+74.2% | $147,096+89.5% | $145,877+91.1% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 9.86% | 98.49%-88.6pp | 419.75%-409.9pp | 551.28%-541.4pp |
| Employer contribution / active EE | $1,317 | $5,289-75.1% | $4,936-73.3% | $4,663-71.8% |
| Participant deferral / active EE | $7,601 | $8,429-9.8% | $8,071-5.8% | $6,691+13.6% |
| Admin fee / account holder | $47,790 | $15,050+217.5% | $13,005+267.5% | $13,402+256.6% |