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 | $255,591 | $181,062+41.2% | $158,223+61.5% | $155,188+64.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 5.87% | 57.39%-51.5pp | 52.09%-46.2pp | 148.84%-143.0pp |
| Employer contribution / active EE | $2,125 | $4,565-53.4% | $4,109-48.3% | $4,248-50.0% |
| Participant deferral / active EE | $3,086 | $6,134-49.7% | $5,467-43.5% | $6,531-52.7% |
| Admin fee / account holder | $1,714 | $18,825-90.9% | $16,047-89.3% | $14,480-88.2% |