Sign up free to preview peer percentile detail
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 | $671,357 | $81,276+726.0% | $155,574+331.5% | $80,925+729.6% |
| Participation rate | 10.7% | 66.2%-55.5pp | 78.2%-67.5pp | 67.7%-56.9pp |
| Annual return | 71.28% | 33.36%+37.9pp | 64.87%+6.4pp | 35.65%+35.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $443 | $7,993-94.5% | $15,914-97.2% | $6,940-93.6% |