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 | $378,005 | $176,120+114.6% | $159,487+137.0% | $167,553+125.6% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 17.40% | 331.95%-314.6pp | 263.71%-246.3pp | 478.89%-461.5pp |
| Employer contribution / active EE | $12,146 | $5,299+129.2% | $4,831+151.4% | $4,840+151.0% |
| Participant deferral / active EE | $7,491 | $7,752-3.4% | $7,354+1.9% | $6,343+18.1% |
| Admin fee / account holder | $23,765 | $12,561+89.2% | $10,804+120.0% | $12,316+93.0% |