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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,684,344 | $81,763+3183.1% | $58,561+4483.9% | $139,466+1824.7% |
| Participation rate | 7.1% | 61.3%-54.2pp | 50.9%-43.7pp | 80.3%-73.2pp |
| Annual return | 18.61% | 7427.77%-7409.2pp | 4251.33%-4232.7pp | 373.66%-355.0pp |
| Employer contribution / active EE | $3,535 | $1,398+152.8% | $1,053+235.5% | $4,754-25.7% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $1,923-100.0% | $6,712-100.0% |
| Admin fee / account holder | $173,986 | $3,273+5215.5% | $2,520+6802.9% | $11,409+1425.0% |