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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $650,824 | $335,627+93.9% | $283,941+129.2% | $428,746+51.8% |
| Participation rate | 0.0% | 89.1%-89.1pp | 87.7%-87.7pp | 88.2%-88.2pp |
| Annual return | 16.97% | 0.21%+16.8pp | 1.70%+15.3pp | 331.92%-315.0pp |
| Employer contribution / active EE | $0 | $7,488-100.0% | $6,503-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $26,231 | $5,928+342.5% | $5,606+367.9% | $5,961+340.1% |
| Admin fee / account holder | $374,362 | $33,255+1025.7% | $30,380+1132.3% | $31,735+1079.7% |