Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $2,967,033 | $73,009+3963.9% | $90,760+3169.1% | $68,486+4232.3% |
| Participation rate | 0.0% | 70.8%-70.8pp | 75.7%-75.7pp | 67.9%-67.9pp |
| Annual return | 10.02% | -13.81%+23.8pp | -12.16%+22.2pp | -7.85%+17.9pp |
| Employer contribution / active EE | $14,987 | $2,193+583.6% | $2,922+413.0% | $2,597+477.2% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $80,018 | $5,896+1257.3% | $8,444+847.6% | $5,404+1380.8% |