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 | $1,271,532 | $81,276+1464.5% | $155,574+717.3% | $80,925+1471.3% |
| Participation rate | 1.2% | 66.2%-65.0pp | 78.2%-77.0pp | 67.7%-66.4pp |
| Annual return | 11.07% | 33.36%-22.3pp | 64.87%-53.8pp | 35.65%-24.6pp |
| Employer contribution / active EE | $11,791 | $3,103+280.0% | $4,676+152.2% | $2,756+327.8% |
| Participant deferral / active EE | $13,344 | $3,453+286.5% | $5,629+137.1% | $4,299+210.4% |
| Admin fee / account holder | $29,707,882 | $7,993+371555.9% | $15,914+186574.9% | $6,940+427961.2% |