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 | $540,453 | $160,070+237.6% | $147,117+267.4% | $145,897+270.4% |
| Participation rate | 38.5% | 84.0%-45.6pp | 82.2%-43.7pp | 80.3%-41.8pp |
| Annual return | 9.89% | 98.69%-88.8pp | 420.54%-410.6pp | 552.29%-542.4pp |
| Employer contribution / active EE | $2,475 | $5,285-53.2% | $4,932-49.8% | $4,663-46.9% |
| Participant deferral / active EE | $9,642 | $8,419+14.5% | $8,065+19.6% | $6,689+44.1% |
| Admin fee / account holder | $188,040 | $15,035+1150.7% | $12,993+1347.3% | $13,390+1304.3% |