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 | $406,588 | $93,598+334.4% | $135,974+199.0% | $75,173+440.9% |
| Participation rate | 0.0% | 75.2%-75.2pp | 81.9%-81.9pp | 67.2%-67.2pp |
| Annual return | 23.21% | 30.89%-7.7pp | 68.30%-45.1pp | 160.72%-137.5pp |
| Employer contribution / active EE | $910 | $3,538-74.3% | $4,859-81.3% | $2,671-65.9% |
| Participant deferral / active EE | $4,964 | $6,405-22.5% | $7,760-36.0% | $4,126+20.3% |
| Admin fee / account holder | $12,221 | $6,978+75.1% | $10,767+13.5% | $5,651+116.3% |