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 | $715,771 | $202,345+253.7% | $172,755+314.3% | $152,885+368.2% |
| Participation rate | 16.7% | 87.1%-70.4pp | 82.6%-66.0pp | 82.5%-65.8pp |
| Annual return | 18.00% | 1029.77%-1011.8pp | 802.94%-784.9pp | 345.39%-327.4pp |
| Employer contribution / active EE | $2,850 | $5,858-51.3% | $5,144-44.6% | $4,763-40.2% |
| Participant deferral / active EE | $2,850 | $5,948-52.1% | $5,198-45.2% | $5,851-51.3% |
| Admin fee / account holder | $6,000 | $17,111-64.9% | $13,955-57.0% | $11,598-48.3% |