Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $254,480 | $76,519+232.6% | $56,025+354.2% | $145,897+74.4% |
| Participation rate | 18.8% | 63.2%-44.5pp | 52.5%-33.8pp | 80.3%-61.6pp |
| Annual return | 331.79% | 3017.03%-2685.2pp | 1712.69%-1380.9pp | 552.29%-220.5pp |
| Employer contribution / active EE | $132 | $1,383-90.5% | $1,042-87.3% | $4,663-97.2% |
| Participant deferral / active EE | $2,970 | $2,624+13.2% | $1,955+52.0% | $6,689-55.6% |
| Admin fee / account holder | $4,919 | $3,331+47.7% | $2,828+73.9% | $13,390-63.3% |