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 | $521,739 | $117,433+344.3% | $99,475+424.5% | $152,897+241.2% |
| Participation rate | 68.8% | 77.5%-8.8pp | 73.8%-5.1pp | 82.5%-13.7pp |
| Annual return | -6.20% | 31.87%-38.1pp | 30.72%-36.9pp | 345.43%-351.6pp |
| Employer contribution / active EE | $17,187 | $3,013+470.4% | $2,540+576.6% | $4,764+260.8% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $25,161 | $7,634+229.6% | $6,252+302.4% | $11,599+116.9% |