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 | $511,094 | $111,785+357.2% | $93,669+445.6% | $145,877+250.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 4.53% | 203.79%-199.3pp | 133.59%-129.1pp | 551.28%-546.8pp |
| Employer contribution / active EE | $977 | $3,096-68.4% | $2,424-59.7% | $4,663-79.0% |
| Participant deferral / active EE | $1,810 | $4,919-63.2% | $4,416-59.0% | $6,691-72.9% |
| Admin fee / account holder | $9,020 | $10,256-12.0% | $8,291+8.8% | $13,402-32.7% |