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 | $406,391 | $165,381+145.7% | $149,730+171.4% | $158,966+155.6% |
| Participation rate | 31.6% | 84.6%-53.0pp | 82.5%-50.9pp | 82.0%-50.4pp |
| Annual return | 7.56% | 348.29%-340.7pp | 276.70%-269.1pp | 302.95%-295.4pp |
| Employer contribution / active EE | $3,447 | $5,104-32.5% | $4,645-25.8% | $4,762-27.6% |
| Participant deferral / active EE | $3,493 | $7,182-51.4% | $6,843-49.0% | $5,983-41.6% |
| Admin fee / account holder | $50,686 | $10,809+368.9% | $9,310+444.4% | $11,250+350.5% |