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 | $554,095 | $88,815+523.9% | $81,882+576.7% | $145,897+279.8% |
| Participation rate | 55.0% | 75.1%-20.1pp | 72.4%-17.4pp | 80.3%-25.3pp |
| Annual return | 10.35% | 1033.75%-1023.4pp | 779.47%-769.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $2,132 | $3,086-30.9% | $2,916-26.9% | $4,663-54.3% |
| Participant deferral / active EE | $8,889 | $4,647+91.3% | $4,323+105.6% | $6,689+32.9% |
| Admin fee / account holder | $51,496 | $8,434+510.5% | $7,360+599.7% | $13,390+284.6% |