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 | $460,719 | $110,410+317.3% | $102,437+349.8% | $145,897+215.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 7.43% | 24.85%-17.4pp | 24.95%-17.5pp | 552.29%-544.9pp |
| Employer contribution / active EE | $1,373 | $4,217-67.4% | $3,871-64.5% | $4,663-70.5% |
| Participant deferral / active EE | $8,667 | $5,622+54.2% | $5,060+71.3% | $6,689+29.6% |
| Admin fee / account holder | $13,333 | $9,745+36.8% | $8,388+59.0% | $13,390-0.4% |