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 | $328,198 | $102,595+219.9% | $94,057+248.9% | $154,746+112.1% |
| Participation rate | 22.2% | 76.0%-53.8pp | 73.3%-51.1pp | 80.7%-58.5pp |
| Annual return | 9.53% | 583.42%-573.9pp | 480.62%-471.1pp | 172.34%-162.8pp |
| Employer contribution / active EE | $764 | $3,147-75.7% | $2,933-73.9% | $4,379-82.5% |
| Participant deferral / active EE | $4,751 | $5,118-7.2% | $4,709+0.9% | $6,730-29.4% |
| Admin fee / account holder | $5,498 | $7,736-28.9% | $7,244-24.1% | $14,365-61.7% |