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 | $299,725 | $80,812+270.9% | $160,784+86.4% | $82,448+263.5% |
| Participation rate | 32.0% | 66.2%-34.2pp | 77.0%-45.0pp | 68.1%-36.1pp |
| Annual return | 13.39% | 100.59%-87.2pp | 1803.92%-1790.5pp | 41.64%-28.2pp |
| Employer contribution / active EE | $895 | $2,174-58.8% | $3,733-76.0% | $2,551-64.9% |
| Participant deferral / active EE | $3,281 | $4,335-24.3% | $6,293-47.9% | $4,139-20.7% |
| Admin fee / account holder | $44,652 | $7,695+480.3% | $9,717+359.5% | $7,234+517.2% |