Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $4,317,260 | $105,284+4000.6% | $150,734+2764.2% | $94,015+4492.1% |
| Participation rate | 4.4% | 71.7%-67.3pp | 78.4%-74.0pp | 70.8%-66.4pp |
| Annual return | 39.91% | 15.67%+24.2pp | 600.81%-560.9pp | 17.84%+22.1pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,061 | $9,839-79.1% | $14,905-86.2% | $8,951-77.0% |