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 | $260,340 | $202,342+28.7% | $172,753+50.7% | $152,909+70.3% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 6.23% | 1029.88%-1023.6pp | 803.00%-796.8pp | 345.46%-339.2pp |
| Employer contribution / active EE | $2,715 | $5,857-53.7% | $5,144-47.2% | $4,764-43.0% |
| Participant deferral / active EE | $6,933 | $5,948+16.6% | $5,198+33.4% | $5,851+18.5% |
| Admin fee / account holder | $373 | $17,112-97.8% | $13,956-97.3% | $11,601-96.8% |