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 | $360,598 | $72,177+399.6% | $115,038+213.5% | $59,633+504.7% |
| Participation rate | 0.0% | 72.6%-72.6pp | 81.4%-81.4pp | 68.7%-68.7pp |
| Annual return | -4.76% | 12.02%-16.8pp | 26.14%-30.9pp | 2041.45%-2046.2pp |
| Employer contribution / active EE | $2,998 | $2,841+5.5% | $4,608-34.9% | $2,203+36.1% |
| Participant deferral / active EE | $2,972 | $4,783-37.9% | $6,026-50.7% | $3,192-6.9% |
| Admin fee / account holder | $55,566 | $4,927+1027.8% | $8,175+579.7% | $4,297+1193.2% |