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 | $303,126 | $160,040+89.4% | $147,096+106.1% | $145,877+107.8% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 13.57% | 98.49%-84.9pp | 419.75%-406.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $3,262 | $5,289-38.3% | $4,936-33.9% | $4,663-30.1% |
| Participant deferral / active EE | $9,817 | $8,429+16.5% | $8,071+21.6% | $6,691+46.7% |
| Admin fee / account holder | $2,003,731 | $15,050+13213.9% | $13,005+15307.2% | $13,402+14850.8% |