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 | $266,085 | $156,398+70.1% | $147,318+80.6% | $138,895+91.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 11.74% | 78.75%-67.0pp | 70.43%-58.7pp | 145.39%-133.7pp |
| Employer contribution / active EE | $1,545 | $4,853-68.2% | $4,593-66.4% | $4,194-63.2% |
| Participant deferral / active EE | $3,420 | $8,237-58.5% | $7,906-56.7% | $6,396-46.5% |
| Admin fee / account holder | $5,538 | $14,976-63.0% | $13,708-59.6% | $12,562-55.9% |