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 | $628,495 | $85,766+632.8% | $136,298+361.1% | $70,126+796.2% |
| Participation rate | 0.0% | 74.2%-74.2pp | 81.9%-81.9pp | 69.5%-69.5pp |
| Annual return | -12.13% | 31.46%-43.6pp | 5156.27%-5168.4pp | 73.15%-85.3pp |
| Employer contribution / active EE | $4,176 | $2,966+40.8% | $4,696-11.1% | $2,343+78.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $65,475 | $5,421+1107.9% | $9,244+608.3% | $4,645+1309.4% |