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 | $289,837 | $132,634+118.5% | $115,768+150.4% | $137,256+111.2% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.4%-74.4pp | 80.0%-80.0pp |
| Annual return | 10.16% | 160.70%-150.5pp | 100.46%-90.3pp | 220.34%-210.2pp |
| Employer contribution / active EE | $1,575 | $3,360-53.1% | $2,940-46.4% | $4,156-62.1% |
| Participant deferral / active EE | $6,329 | $5,619+12.6% | $4,917+28.7% | $6,407-1.2% |
| Admin fee / account holder | $54,644 | $15,028+263.6% | $12,439+339.3% | $12,270+345.3% |