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 | $359,365 | $110,093+226.4% | $97,295+269.4% | $145,897+146.3% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 18.84% | 244.76%-225.9pp | 75.62%-56.8pp | 552.29%-533.5pp |
| Employer contribution / active EE | $2,485 | $3,077-19.2% | $2,723-8.7% | $4,663-46.7% |
| Participant deferral / active EE | $9,428 | $4,678+101.5% | $4,264+121.1% | $6,689+40.9% |
| Admin fee / account holder | $406,611 | $6,212+6445.1% | $5,646+7101.3% | $13,390+2936.6% |