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 | $721,552 | $160,070+350.8% | $147,117+390.5% | $145,897+394.6% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 12.43% | 98.69%-86.3pp | 420.54%-408.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $13,520 | $5,285+155.8% | $4,932+174.1% | $4,663+190.0% |
| Participant deferral / active EE | $40,982 | $8,419+386.8% | $8,065+408.2% | $6,689+512.7% |
| Admin fee / account holder | $5,578 | $15,035-62.9% | $12,993-57.1% | $13,390-58.3% |