Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $859,031 | $175,231+390.2% | $149,696+473.8% | $139,466+515.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 14.38% | 166.77%-152.4pp | 134.46%-120.1pp | 373.66%-359.3pp |
| Employer contribution / active EE | $3,727 | $5,478-32.0% | $4,821-22.7% | $4,754-21.6% |
| Participant deferral / active EE | $9,167 | $6,521+40.6% | $5,682+61.3% | $6,712+36.6% |
| Admin fee / account holder | $4,594 | $16,155-71.6% | $13,212-65.2% | $11,409-59.7% |