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 | $283,673 | $100,938+181.0% | $90,461+213.6% | $158,982+78.4% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.7%-10.2pp | 82.0%-19.5pp |
| Annual return | 20.51% | 1727.20%-1706.7pp | 1294.76%-1274.3pp | 302.99%-282.5pp |
| Employer contribution / active EE | $1,836 | $3,691-50.3% | $3,264-43.7% | $4,763-61.4% |
| Participant deferral / active EE | $2,639 | $4,350-39.3% | $3,964-33.4% | $5,983-55.9% |
| Admin fee / account holder | $7,146 | $6,510+9.8% | $5,617+27.2% | $11,252-36.5% |