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 | $441,884 | $160,040+176.1% | $147,096+200.4% | $145,877+202.9% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 11.74% | 98.49%-86.8pp | 419.75%-408.0pp | 551.28%-539.5pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,247 | $8,429+21.6% | $8,071+27.0% | $6,691+53.2% |
| Admin fee / account holder | $4,626 | $15,050-69.3% | $13,005-64.4% | $13,402-65.5% |