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 | $305,167 | $102,938+196.5% | $94,105+224.3% | $138,895+119.7% |
| Participation rate | 66.7% | 74.6%-8.0pp | 71.9%-5.3pp | 79.9%-13.3pp |
| Annual return | 9.00% | 250.28%-241.3pp | 204.55%-195.6pp | 145.39%-136.4pp |
| Employer contribution / active EE | $2,090 | $2,732-23.5% | $2,504-16.6% | $4,194-50.2% |
| Participant deferral / active EE | $9,348 | $4,196+122.8% | $3,881+140.9% | $6,396+46.2% |
| Admin fee / account holder | $5,444 | $6,600-17.5% | $6,199-12.2% | $12,562-56.7% |