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 | $470,687 | $202,342+132.6% | $172,753+172.5% | $152,909+207.8% |
| Participation rate | 31.3% | 87.1%-55.8pp | 82.6%-51.4pp | 82.5%-51.2pp |
| Annual return | 19.34% | 1029.88%-1010.5pp | 803.00%-783.7pp | 345.46%-326.1pp |
| Employer contribution / active EE | $5,898 | $5,857+0.7% | $5,144+14.7% | $4,764+23.8% |
| Participant deferral / active EE | $5,672 | $5,948-4.6% | $5,198+9.1% | $5,851-3.1% |
| Admin fee / account holder | $129,966 | $17,112+659.5% | $13,956+831.3% | $11,601+1020.3% |