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 | $331,214 | $109,904+201.4% | $97,167+240.9% | $145,959+126.9% |
| Participation rate | 37.5% | 75.9%-38.4pp | 72.7%-35.2pp | 80.3%-42.8pp |
| Annual return | 3.79% | 243.43%-239.6pp | 75.27%-71.5pp | 561.95%-558.2pp |
| Employer contribution / active EE | $871 | $3,084-71.8% | $2,729-68.1% | $4,661-81.3% |
| Participant deferral / active EE | $6,196 | $4,676+32.5% | $4,264+45.3% | $6,689-7.4% |
| Admin fee / account holder | $25,020 | $6,216+302.5% | $5,650+342.8% | $13,398+86.7% |