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 | $284,285 | $95,915+196.4% | $79,580+257.2% | $134,532+111.3% |
| Participation rate | 25.0% | 75.0%-50.0pp | 69.5%-44.5pp | 81.2%-56.2pp |
| Annual return | -22.72% | -2.71%-20.0pp | 0.15%-22.9pp | 418.27%-441.0pp |
| Employer contribution / active EE | $883 | $3,129-71.8% | $2,413-63.4% | $4,741-81.4% |
| Participant deferral / active EE | $4,243 | $4,693-9.6% | $3,985+6.5% | $6,401-33.7% |
| Admin fee / account holder | $710 | $9,132-92.2% | $6,835-89.6% | $11,429-93.8% |