Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $916,590 | $73,546+1146.3% | $63,018+1354.5% | $147,586+521.1% |
| Participation rate | 7.1% | 77.9%-70.7pp | 74.8%-67.7pp | 82.8%-75.7pp |
| Annual return | 22.27% | 175.56%-153.3pp | 87.62%-65.4pp | 578.59%-556.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,116 | $5,956-81.3% | $3,601-69.0% | $10,886-89.7% |