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 | $405,768 | $209,425+93.8% | $178,499+127.3% | $158,966+155.3% |
| Participation rate | 69.6% | 86.4%-16.8pp | 81.9%-12.4pp | 82.0%-12.4pp |
| Annual return | 11.62% | 188.80%-177.2pp | 151.10%-139.5pp | 302.95%-291.3pp |
| Employer contribution / active EE | $10,573 | $5,707+85.2% | $5,011+111.0% | $4,762+122.0% |
| Participant deferral / active EE | $7,591 | $5,955+27.5% | $5,202+45.9% | $5,983+26.9% |
| Admin fee / account holder | $12,923 | $17,078-24.3% | $13,986-7.6% | $11,250+14.9% |