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 | $373,925 | $156,963+138.2% | $121,204+208.5% | $139,466+168.1% |
| Participation rate | 20.0% | 76.5%-56.5pp | 69.5%-49.5pp | 80.3%-60.3pp |
| Annual return | 13.73% | 1476.75%-1463.0pp | 987.18%-973.5pp | 373.66%-359.9pp |
| Employer contribution / active EE | $396 | $5,544-92.9% | $4,170-90.5% | $4,754-91.7% |
| Participant deferral / active EE | $688 | $4,848-85.8% | $4,083-83.1% | $6,712-89.7% |
| Admin fee / account holder | $4,429 | $6,953-36.3% | $5,651-21.6% | $11,409-61.2% |