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 | $490,802 | $150,435+226.3% | $120,580+307.0% | $145,897+236.4% |
| Participation rate | 30.0% | 78.8%-48.8pp | 72.0%-42.0pp | 80.3%-50.3pp |
| Annual return | 13.00% | 154.60%-141.6pp | 107.48%-94.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $1,984 | $4,352-54.4% | $3,469-42.8% | $4,663-57.5% |
| Participant deferral / active EE | $5,350 | $6,174-13.3% | $4,995+7.1% | $6,689-20.0% |
| Admin fee / account holder | $4,797 | $12,182-60.6% | $9,418-49.1% | $13,390-64.2% |