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 | $814,075 | $167,352+386.4% | $143,788+466.2% | $134,509+505.2% |
| Participation rate | 20.0% | 84.8%-64.8pp | 80.3%-60.3pp | 81.2%-61.2pp |
| Annual return | -20.81% | 0.47%-21.3pp | -0.03%-20.8pp | 418.13%-438.9pp |
| Employer contribution / active EE | $3,660 | $5,620-34.9% | $4,952-26.1% | $4,741-22.8% |
| Participant deferral / active EE | $5,400 | $6,447-16.2% | $5,638-4.2% | $6,400-15.6% |
| Admin fee / account holder | $8,060 | $18,091-55.4% | $14,675-45.1% | $11,427-29.5% |