Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $739,088 | $211,224+249.9% | $178,505+314.0% | $145,897+406.6% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 8.66% | 30.28%-21.6pp | 27.16%-18.5pp | 552.29%-543.6pp |
| Employer contribution / active EE | $23,666 | $4,577+417.1% | $3,955+498.4% | $4,663+407.6% |
| Participant deferral / active EE | $30,000 | $6,966+330.7% | $6,280+377.7% | $6,689+348.5% |
| Admin fee / account holder | $24,266 | $12,109+100.4% | $10,428+132.7% | $13,390+81.2% |