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 | $818,165 | $166,020+392.8% | $164,866+396.3% | $145,959+460.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 8.69% | 100.08%-91.4pp | 69.97%-61.3pp | 561.95%-553.3pp |
| Employer contribution / active EE | $1,761 | $5,275-66.6% | $4,343-59.5% | $4,661-62.2% |
| Participant deferral / active EE | $15,250 | $6,961+119.1% | $6,033+152.8% | $6,689+128.0% |
| Admin fee / account holder | $3,879 | $16,644-76.7% | $12,689-69.4% | $13,398-71.0% |