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 | $254,599 | $72,071+253.3% | $68,368+272.4% | $137,256+85.5% |
| Participation rate | 69.2% | 76.2%-7.0pp | 73.8%-4.5pp | 80.0%-10.7pp |
| Annual return | 10.70% | 353.14%-342.4pp | 292.57%-281.9pp | 220.34%-209.6pp |
| Employer contribution / active EE | $8,405 | $2,788+201.5% | $2,649+217.3% | $4,156+102.2% |
| Participant deferral / active EE | $5,592 | $4,410+26.8% | $4,123+35.6% | $6,407-12.7% |
| Admin fee / account holder | $1,477 | $5,336-72.3% | $5,150-71.3% | $12,270-88.0% |