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 | $322,409 | $95,915+236.1% | $79,580+305.1% | $134,532+139.7% |
| Participation rate | 0.0% | 75.0%-75.0pp | 69.5%-69.5pp | 81.2%-81.2pp |
| Annual return | -0.54% | -2.71%+2.2pp | 0.15%-0.7pp | 418.27%-418.8pp |
| Employer contribution / active EE | $1,392 | $3,129-55.5% | $2,413-42.3% | $4,741-70.7% |
| Participant deferral / active EE | $20,500 | $4,693+336.8% | $3,985+414.4% | $6,401+220.3% |
| Admin fee / account holder | $14,674 | $9,132+60.7% | $6,835+114.7% | $11,429+28.4% |