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 | $2,407,098 | $109,359+2101.1% | $162,177+1384.2% | $72,975+3198.5% |
| Participation rate | 0.0% | 84.3%-84.3pp | 87.6%-87.6pp | 69.5%-69.5pp |
| Annual return | 20.44% | 25.46%-5.0pp | 115.60%-95.2pp | 81.01%-60.6pp |
| Employer contribution / active EE | $5,860 | $3,907+50.0% | $5,613+4.4% | $2,440+140.2% |
| Participant deferral / active EE | $3,381 | $5,481-38.3% | $7,297-53.7% | $3,608-6.3% |
| Admin fee / account holder | $11,014 | $7,972+38.2% | $10,843+1.6% | $5,124+114.9% |