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 | $1,873,320 | $103,008+1718.6% | $90,304+1974.5% | $152,897+1125.2% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.5%-82.5pp |
| Annual return | 24.77% | 95.22%-70.4pp | 78.13%-53.4pp | 345.43%-320.7pp |
| Employer contribution / active EE | $7,305 | $3,139+132.7% | $2,855+155.9% | $4,764+53.4% |
| Participant deferral / active EE | $16,484 | $4,281+285.0% | $3,885+324.3% | $5,851+181.7% |
| Admin fee / account holder | $743 | $6,175-88.0% | $5,354-86.1% | $11,599-93.6% |