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 | $332,981 | $80,812+312.0% | $160,784+107.1% | $82,448+303.9% |
| Participation rate | 48.8% | 66.2%-17.4pp | 77.0%-28.1pp | 68.1%-19.2pp |
| Annual return | 14.09% | 100.59%-86.5pp | 1803.92%-1789.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $3,173 | $2,174+46.0% | $3,733-15.0% | $2,551+24.4% |
| Participant deferral / active EE | $8,214 | $4,335+89.5% | $6,293+30.5% | $4,139+98.4% |
| Admin fee / account holder | $53,225 | $7,695+591.7% | $9,717+447.8% | $7,234+635.7% |