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 | $3,078,516 | $172,111+1688.7% | $150,298+1948.3% | $137,256+2142.9% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 22.99% | 69.37%-46.4pp | 62.79%-39.8pp | 220.34%-197.4pp |
| Employer contribution / active EE | $27,500 | $4,636+493.2% | $4,154+562.0% | $4,156+561.7% |
| Participant deferral / active EE | $2,938 | $6,166-52.4% | $5,453-46.1% | $6,407-54.2% |
| Admin fee / account holder | $684,867 | $16,471+4058.0% | $14,116+4751.8% | $12,270+5481.6% |