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 | $303,190 | $162,136+87.0% | $152,301+99.1% | $154,746+95.9% |
| Participation rate | 65.0% | 84.1%-19.1pp | 82.4%-17.4pp | 80.7%-15.7pp |
| Annual return | 11.16% | 91.02%-79.9pp | 80.50%-69.3pp | 172.34%-161.2pp |
| Employer contribution / active EE | $1,951 | $4,890-60.1% | $4,624-57.8% | $4,379-55.5% |
| Participant deferral / active EE | $6,012 | $8,341-27.9% | $8,004-24.9% | $6,730-10.7% |
| Admin fee / account holder | $21,325 | $15,759+35.3% | $14,398+48.1% | $14,365+48.4% |