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 | $580,512 | $115,931+400.7% | $185,441+213.0% | $86,983+567.4% |
| Participation rate | 20.0% | 73.6%-53.6pp | 80.3%-60.3pp | 69.5%-49.5pp |
| Annual return | 10.45% | 21.47%-11.0pp | 20.16%-9.7pp | 25.83%-15.4pp |
| Employer contribution / active EE | $1,723 | $2,937-41.3% | $4,672-63.1% | $2,584-33.4% |
| Participant deferral / active EE | $2,856 | $4,551-37.2% | $6,152-53.6% | $4,194-31.9% |
| Admin fee / account holder | $38,060 | $10,687+256.1% | $17,890+112.7% | $7,856+384.5% |