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 | $1,836,494 | $73,839+2387.2% | $143,788+1177.2% | $68,495+2581.2% |
| Participation rate | 0.0% | 66.7%-66.7pp | 80.3%-80.3pp | 67.9%-67.9pp |
| Annual return | -13.63% | 1.01%-14.6pp | -0.03%-13.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $805 | $3,184-74.7% | $4,952-83.7% | $2,596-69.0% |
| Participant deferral / active EE | $1,642 | $3,384-51.5% | $5,638-70.9% | $4,028-59.2% |
| Admin fee / account holder | $376,489 | $5,755+6442.4% | $14,675+2465.5% | $5,403+6867.8% |