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 | $1,184,450 | $162,529+628.8% | $130,788+805.6% | $154,746+665.4% |
| Participation rate | 22.2% | 75.9%-53.6pp | 70.1%-47.9pp | 80.7%-58.5pp |
| Annual return | 57.50% | 510.48%-453.0pp | 386.44%-328.9pp | 172.34%-114.8pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,009 | $7,669-34.7% | $6,673-24.9% | $14,365-65.1% |