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 | $408,421 | $96,123+324.9% | $77,361+427.9% | $198,609+105.6% |
| Participation rate | 66.7% | 81.1%-14.5pp | 75.0%-8.3pp | 82.4%-15.7pp |
| Annual return | 4.82% | 2054.81%-2050.0pp | 1011.54%-1006.7pp | 202.70%-197.9pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,996 | $4,975+80.8% | $3,911+130.0% | $6,977+28.9% |
| Admin fee / account holder | $2,250 | $9,471-76.2% | $5,894-61.8% | $19,030-88.2% |