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 | $616,241 | $142,392+332.8% | $119,622+415.2% | $134,532+358.1% |
| Participation rate | 27.3% | 82.8%-55.6pp | 79.3%-52.0pp | 81.2%-54.0pp |
| Annual return | -22.67% | -12.46%-10.2pp | -14.98%-7.7pp | 418.27%-440.9pp |
| Employer contribution / active EE | $1,497 | $5,224-71.3% | $4,232-64.6% | $4,741-68.4% |
| Participant deferral / active EE | $4,469 | $6,467-30.9% | $5,601-20.2% | $6,401-30.2% |
| Admin fee / account holder | $35,847 | $13,593+163.7% | $10,328+247.1% | $11,429+213.7% |