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 | $1,564,947 | $180,459+767.2% | $154,108+915.5% | $135,380+1056.0% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | 1.24% | 888.21%-887.0pp | 735.21%-734.0pp | 519.81%-518.6pp |
| Employer contribution / active EE | $13,750 | $6,035+127.8% | $5,298+159.6% | $4,779+187.7% |
| Participant deferral / active EE | $4,750 | $5,806-18.2% | $5,081-6.5% | $5,609-15.3% |
| Admin fee / account holder | $700 | $16,145-95.7% | $13,411-94.8% | $10,828-93.5% |