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 | $584,747 | $160,040+265.4% | $147,096+297.5% | $145,877+300.8% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 12.50% | 98.49%-86.0pp | 419.75%-407.2pp | 551.28%-538.8pp |
| Employer contribution / active EE | $19,650 | $5,289+271.5% | $4,936+298.1% | $4,663+321.4% |
| Participant deferral / active EE | $10,432 | $8,429+23.8% | $8,071+29.3% | $6,691+55.9% |
| Admin fee / account holder | $5,531 | $15,050-63.3% | $13,005-57.5% | $13,402-58.7% |