Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $294,439 | $61,816+376.3% | $97,260+202.7% | $80,935+263.8% |
| Participation rate | 53.1% | 63.5%-10.3pp | 72.7%-19.5pp | 67.7%-14.5pp |
| Annual return | 10.33% | -558.73%+569.1pp | 75.54%-65.2pp | 35.66%-25.3pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,246 | $3,027+106.4% | $4,262+46.6% | $4,299+45.3% |
| Admin fee / account holder | $16,655 | $5,166+222.4% | $5,640+195.3% | $6,924+140.5% |