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 | $292,618 | $159,978+82.9% | $147,041+99.0% | $145,978+100.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 22.96% | 98.36%-75.4pp | 419.21%-396.3pp | 550.52%-527.6pp |
| Employer contribution / active EE | $2,593 | $5,288-51.0% | $4,935-47.5% | $4,662-44.4% |
| Participant deferral / active EE | $6,399 | $8,429-24.1% | $8,071-20.7% | $6,690-4.3% |
| Admin fee / account holder | $5,829 | $15,053-61.3% | $13,006-55.2% | $13,400-56.5% |