Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $256,879 | $107,363+139.3% | $92,909+176.5% | $152,897+68.0% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.0%-76.0pp | 82.5%-82.5pp |
| Annual return | 22.97% | 145.63%-122.7pp | 109.44%-86.5pp | 345.43%-322.5pp |
| Employer contribution / active EE | $7,357 | $4,222+74.3% | $3,653+101.4% | $4,764+54.4% |
| Participant deferral / active EE | $25,331 | $4,848+422.5% | $4,238+497.7% | $5,851+332.9% |
| Admin fee / account holder | $6,430 | $7,082-9.2% | $5,795+11.0% | $11,599-44.6% |