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 | $507,444 | $160,028+217.1% | $147,080+245.0% | $145,884+247.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 7.01% | 98.60%-91.6pp | 420.17%-413.2pp | 551.85%-544.8pp |
| Employer contribution / active EE | $1,850 | $5,286-65.0% | $4,933-62.5% | $4,662-60.3% |
| Participant deferral / active EE | $9,850 | $8,422+17.0% | $8,066+22.1% | $6,690+47.2% |
| Admin fee / account holder | $20,735 | $15,030+38.0% | $12,989+59.6% | $13,392+54.8% |