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 | $367,616 | $106,923+243.8% | $84,023+337.5% | $152,909+140.4% |
| Participation rate | 25.0% | 75.3%-50.3pp | 69.0%-44.0pp | 82.5%-57.5pp |
| Annual return | 30.53% | 105.02%-74.5pp | 71.32%-40.8pp | 345.46%-314.9pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,063 | $8,289-87.2% | $6,102-82.6% | $11,601-90.8% |