Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $401,722 | $88,778+352.5% | $81,844+390.8% | $145,884+175.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 209.90% | 1033.03%-823.1pp | 778.87%-569.0pp | 551.85%-341.9pp |
| Employer contribution / active EE | $936 | $3,087-69.7% | $2,916-67.9% | $4,662-79.9% |
| Participant deferral / active EE | $550 | $4,648-88.2% | $4,323-87.3% | $6,690-91.8% |
| Admin fee / account holder | $696 | $8,430-91.7% | $7,355-90.5% | $13,392-94.8% |