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 | $321,995 | $172,111+87.1% | $150,298+114.2% | $137,256+134.6% |
| Participation rate | 55.0% | 81.7%-26.7pp | 77.8%-22.8pp | 80.0%-25.0pp |
| Annual return | 5.69% | 69.37%-63.7pp | 62.79%-57.1pp | 220.34%-214.6pp |
| Employer contribution / active EE | $2,830 | $4,636-39.0% | $4,154-31.9% | $4,156-31.9% |
| Participant deferral / active EE | $2,369 | $6,166-61.6% | $5,453-56.6% | $6,407-63.0% |
| Admin fee / account holder | $1,187 | $16,471-92.8% | $14,116-91.6% | $12,270-90.3% |