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 | $294,825 | $105,866+178.5% | $90,766+224.8% | $134,545+119.1% |
| Participation rate | 62.5% | 78.3%-15.8pp | 75.7%-13.2pp | 81.2%-18.7pp |
| Annual return | -20.81% | -10.99%-9.8pp | -12.16%-8.6pp | 418.37%-439.2pp |
| Employer contribution / active EE | $949 | $3,464-72.6% | $2,922-67.5% | $4,742-80.0% |
| Participant deferral / active EE | $6,328 | $5,217+21.3% | $4,565+38.6% | $6,401-1.1% |
| Admin fee / account holder | $9,354 | $13,938-32.9% | $8,446+10.7% | $11,431-18.2% |