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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,065,180 | $106,247+902.5% | $96,515+1003.6% | $139,466+663.8% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 10.40% | 38.47%-28.1pp | 35.73%-25.3pp | 373.66%-363.3pp |
| Employer contribution / active EE | $1,970 | $4,106-52.0% | $3,740-47.3% | $4,754-58.6% |
| Participant deferral / active EE | $33,163 | $5,456+507.9% | $4,880+579.6% | $6,712+394.1% |
| Admin fee / account holder | $822,639 | $7,885+10332.9% | $6,735+12113.6% | $11,409+7110.6% |