Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $367,733 | $178,174+106.4% | $156,181+135.5% | $137,256+167.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 7.99% | 84.19%-76.2pp | 64.87%-56.9pp | 220.34%-212.3pp |
| Employer contribution / active EE | $1,423 | $4,972-71.4% | $4,294-66.9% | $4,156-65.8% |
| Participant deferral / active EE | $8,305 | $6,888+20.6% | $6,132+35.4% | $6,407+29.6% |
| Admin fee / account holder | $2,172 | $17,404-87.5% | $14,586-85.1% | $12,270-82.3% |