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.
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 | $297,865 | $160,070+86.1% | $147,117+102.5% | $145,897+104.2% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 10.23% | 98.69%-88.5pp | 420.54%-410.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,811 | $5,285-65.7% | $4,932-63.3% | $4,663-61.2% |
| Participant deferral / active EE | $8,038 | $8,419-4.5% | $8,065-0.3% | $6,689+20.2% |
| Admin fee / account holder | $148,737 | $15,035+889.3% | $12,993+1044.8% | $13,390+1010.8% |