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 | $332,542 | $171,492+93.9% | $150,734+120.6% | $198,609+67.4% |
| Participation rate | 0.0% | 81.4%-81.4pp | 78.4%-78.4pp | 82.4%-82.4pp |
| Annual return | 8.04% | 804.70%-796.7pp | 600.81%-592.8pp | 202.70%-194.7pp |
| Employer contribution / active EE | $7,338 | $5,470+34.2% | $4,918+49.2% | $5,055+45.2% |
| Participant deferral / active EE | $11,319 | $6,259+80.8% | $5,610+101.8% | $6,977+62.2% |
| Admin fee / account holder | $1,075,518 | $17,628+6001.1% | $14,905+7115.6% | $19,030+5551.6% |