Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $371,457 | $134,817+175.5% | $123,973+199.6% | $155,188+139.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 2301.73% | 515.49%+1786.2pp | 388.13%+1913.6pp | 148.84%+2152.9pp |
| Employer contribution / active EE | $485 | $4,425-89.1% | $4,126-88.3% | $4,248-88.6% |
| Participant deferral / active EE | $3,577 | $5,706-37.3% | $5,247-31.8% | $6,531-45.2% |
| Admin fee / account holder | $524 | $13,245-96.0% | $11,799-95.6% | $14,480-96.4% |