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 | $3,800,298 | $75,832+4911.5% | $147,617+2474.4% | $59,633+6272.8% |
| Participation rate | 7.7% | 71.6%-63.9pp | 84.6%-76.9pp | 68.7%-61.0pp |
| Annual return | 3.19% | 0.37%+2.8pp | 61.98%-58.8pp | 2041.45%-2038.3pp |
| Employer contribution / active EE | $10,370 | $3,485+197.6% | $5,564+86.4% | $2,203+370.8% |
| Participant deferral / active EE | $5,385 | $3,131+72.0% | $4,895+10.0% | $3,192+68.7% |
| Admin fee / account holder | $116,229 | $5,986+1841.8% | $11,612+901.0% | $4,297+2604.9% |