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 | $546,263 | $160,070+241.3% | $147,117+271.3% | $145,897+274.4% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 10.88% | 98.69%-87.8pp | 420.54%-409.7pp | 552.29%-541.4pp |
| Employer contribution / active EE | $11,500 | $5,285+117.6% | $4,932+133.2% | $4,663+146.6% |
| Participant deferral / active EE | $9,085 | $8,419+7.9% | $8,065+12.6% | $6,689+35.8% |
| Admin fee / account holder | $100,617 | $15,035+569.2% | $12,993+674.4% | $13,390+651.4% |