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 | $3,972,876 | $142,354+2690.8% | $125,529+3064.9% | $155,188+2460.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.7%-24.7pp | 80.8%-30.8pp |
| Annual return | 11.93% | 306.06%-294.1pp | 202.56%-190.6pp | 148.84%-136.9pp |
| Employer contribution / active EE | $26,013 | $3,501+642.9% | $3,058+750.8% | $4,248+512.4% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $163,438 | $19,392+742.8% | $16,298+902.8% | $14,480+1028.7% |