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 | $633,475 | $104,098+508.5% | $140,514+350.8% | $94,015+573.8% |
| Participation rate | 1.3% | 73.7%-72.4pp | 77.8%-76.5pp | 70.8%-69.5pp |
| Annual return | 8.71% | 15.14%-6.4pp | 14.36%-5.6pp | 17.84%-9.1pp |
| Employer contribution / active EE | $7,744 | $2,388+224.3% | $3,378+129.2% | $2,790+177.5% |
| Participant deferral / active EE | $5,590 | $4,033+38.6% | $4,919+13.7% | $4,249+31.6% |
| Admin fee / account holder | $90,441 | $10,439+766.4% | $13,697+560.3% | $8,951+910.4% |