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 | $499,982 | $183,592+172.3% | $155,574+221.4% | $145,877+242.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 15.15% | 61.37%-46.2pp | 64.87%-49.7pp | 551.28%-536.1pp |
| Employer contribution / active EE | $19,056 | $5,317+258.4% | $4,676+307.5% | $4,663+308.7% |
| Participant deferral / active EE | $9,039 | $6,466+39.8% | $5,629+60.6% | $6,691+35.1% |
| Admin fee / account holder | $1,936 | $19,316-90.0% | $15,914-87.8% | $13,402-85.6% |