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 | $251,395 | $183,516+37.0% | $155,534+61.6% | $145,884+72.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 1.64% | 61.43%-59.8pp | 64.92%-63.3pp | 551.85%-550.2pp |
| Employer contribution / active EE | $2,566 | $5,315-51.7% | $4,675-45.1% | $4,662-45.0% |
| Participant deferral / active EE | $13,790 | $6,467+113.3% | $5,630+144.9% | $6,690+106.1% |
| Admin fee / account holder | $2,518 | $19,293-86.9% | $15,900-84.2% | $13,392-81.2% |