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 | $839,537 | $185,225+353.3% | $142,898+487.5% | $167,536+401.1% |
| Participation rate | 66.7% | 78.5%-11.8pp | 72.0%-5.3pp | 82.1%-15.4pp |
| Annual return | 10.51% | 8558.12%-8547.6pp | 5639.64%-5629.1pp | 478.82%-468.3pp |
| Employer contribution / active EE | $7,880 | $5,607+40.5% | $4,146+90.1% | $4,839+62.8% |
| Participant deferral / active EE | $13,167 | $4,496+192.9% | $3,838+243.0% | $6,342+107.6% |
| Admin fee / account holder | $6,077 | $8,032-24.3% | $6,560-7.4% | $12,315-50.7% |