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 | $1,225,538 | $102,609+1094.4% | $98,090+1149.4% | $138,895+782.3% |
| Participation rate | 0.0% | 82.8%-82.8pp | 81.5%-81.5pp | 79.9%-79.9pp |
| Annual return | 14.02% | 36.44%-22.4pp | 37.05%-23.0pp | 145.39%-131.4pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,438 | $8,167-57.9% | $7,845-56.2% | $6,396-46.3% |
| Admin fee / account holder | $625,260 | $11,434+5368.4% | $11,815+5192.1% | $12,562+4877.3% |