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 | $442,835 | $138,102+220.7% | $125,381+253.2% | $134,532+229.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -35.59% | 750.73%-786.3pp | 572.31%-607.9pp | 418.27%-453.9pp |
| Employer contribution / active EE | $9,150 | $5,245+74.4% | $4,815+90.0% | $4,741+93.0% |
| Participant deferral / active EE | $24,667 | $7,801+216.2% | $7,448+231.2% | $6,401+285.4% |
| Admin fee / account holder | $25,740 | $11,568+122.5% | $10,007+157.2% | $11,429+125.2% |