Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $463,429 | $134,817+243.7% | $123,973+273.8% | $155,188+198.6% |
| Participation rate | 20.0% | 79.4%-59.4pp | 76.7%-56.7pp | 80.8%-60.8pp |
| Annual return | 21.44% | 515.49%-494.0pp | 388.13%-366.7pp | 148.84%-127.4pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,000 | $5,706+5.1% | $5,247+14.4% | $6,531-8.1% |
| Admin fee / account holder | $4,728 | $13,245-64.3% | $11,799-59.9% | $14,480-67.4% |