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 | $743,396 | $102,663+624.1% | $86,216+762.2% | $139,466+433.0% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 25.19% | 1924.52%-1899.3pp | 1169.42%-1144.2pp | 373.66%-348.5pp |
| Employer contribution / active EE | $774 | $3,035-74.5% | $2,382-67.5% | $4,754-83.7% |
| Participant deferral / active EE | $1,936 | $4,677-58.6% | $3,986-51.4% | $6,712-71.2% |
| Admin fee / account holder | $4,614 | $8,663-46.7% | $6,853-32.7% | $11,409-59.6% |