Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $285,654 | $111,814+155.5% | $103,378+176.3% | $145,978+95.7% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 7.50% | 24.80%-17.3pp | 24.91%-17.4pp | 550.52%-543.0pp |
| Employer contribution / active EE | $1,695 | $4,215-59.8% | $3,870-56.2% | $4,662-63.6% |
| Participant deferral / active EE | $3,648 | $5,618-35.1% | $5,058-27.9% | $6,690-45.5% |
| Admin fee / account holder | $15,950 | $9,764+63.4% | $8,401+89.9% | $13,400+19.0% |