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 | $641,982 | $112,112+472.6% | $95,956+569.0% | $158,950+303.9% |
| Participation rate | 33.3% | 79.0%-45.6pp | 77.1%-43.7pp | 82.0%-48.6pp |
| Annual return | 22.60% | 171.15%-148.6pp | 91.63%-69.0pp | 302.91%-280.3pp |
| Employer contribution / active EE | $1,359 | $3,199-57.5% | $2,541-46.5% | $4,762-71.5% |
| Participant deferral / active EE | $6,547 | $4,784+36.9% | $4,167+57.1% | $5,983+9.4% |
| Admin fee / account holder | $8,872 | $10,134-12.5% | $6,797+30.5% | $11,248-21.1% |