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 | $458,110 | $88,778+416.0% | $81,844+459.7% | $145,884+214.0% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.28% | 1033.03%-1024.7pp | 778.87%-770.6pp | 551.85%-543.6pp |
| Employer contribution / active EE | $23,267 | $3,087+653.7% | $2,916+697.8% | $4,662+399.0% |
| Participant deferral / active EE | $13,300 | $4,648+186.1% | $4,323+207.6% | $6,690+98.8% |
| Admin fee / account holder | $3,702 | $8,430-56.1% | $7,355-49.7% | $13,392-72.4% |