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 | $261,237 | $100,911+158.9% | $90,440+188.9% | $158,966+64.3% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.7%-8.4pp | 82.0%-17.7pp |
| Annual return | 2.22% | 1726.62%-1724.4pp | 1294.38%-1292.2pp | 302.95%-300.7pp |
| Employer contribution / active EE | $6,072 | $3,690+64.6% | $3,263+86.1% | $4,762+27.5% |
| Participant deferral / active EE | $5,193 | $4,348+19.4% | $3,964+31.0% | $5,983-13.2% |
| Admin fee / account holder | $2,562 | $6,507-60.6% | $5,615-54.4% | $11,250-77.2% |