Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $1,210,723 | $88,710+1264.8% | $81,783+1380.4% | $145,959+729.5% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 15.24% | 1027.26%-1012.0pp | 775.05%-759.8pp | 561.95%-546.7pp |
| Employer contribution / active EE | $1,302 | $3,083-57.8% | $2,913-55.3% | $4,661-72.1% |
| Participant deferral / active EE | $12,870 | $4,645+177.1% | $4,320+197.9% | $6,689+92.4% |
| Admin fee / account holder | $268,726 | $8,407+3096.4% | $7,380+3541.3% | $13,398+1905.7% |