Sign up free to preview peer percentile detail
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 | $266,000 | $175,257+51.8% | $149,717+77.7% | $139,456+90.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 27.95% | 166.70%-138.7pp | 134.41%-106.5pp | 373.45%-345.5pp |
| Employer contribution / active EE | $9,221 | $5,477+68.4% | $4,820+91.3% | $4,753+94.0% |
| Participant deferral / active EE | $11,250 | $6,521+72.5% | $5,682+98.0% | $6,711+67.6% |
| Admin fee / account holder | $2,159 | $16,156-86.6% | $13,213-83.7% | $11,407-81.1% |