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 | $733,894 | $99,652+636.5% | $78,778+831.6% | $147,586+397.3% |
| Participation rate | 0.0% | 76.2%-76.2pp | 69.2%-69.2pp | 82.8%-82.8pp |
| Annual return | 27.18% | 47.28%-20.1pp | 35.62%-8.4pp | 578.59%-551.4pp |
| Employer contribution / active EE | $1,189 | $2,796-57.5% | $1,986-40.1% | $4,876-75.6% |
| Participant deferral / active EE | $1,188 | $3,664-67.6% | $2,958-59.9% | $5,439-78.2% |
| Admin fee / account holder | $4,521 | $7,155-36.8% | $5,134-11.9% | $10,886-58.5% |