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 | $332,629 | $160,028+107.9% | $147,080+126.2% | $145,884+128.0% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 10.44% | 98.60%-88.2pp | 420.17%-409.7pp | 551.85%-541.4pp |
| Employer contribution / active EE | $5,054 | $5,286-4.4% | $4,933+2.4% | $4,662+8.4% |
| Participant deferral / active EE | $11,559 | $8,422+37.2% | $8,066+43.3% | $6,690+72.8% |
| Admin fee / account holder | $138,824 | $15,030+823.6% | $12,989+968.8% | $13,392+936.6% |