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 | $255,462 | $95,404+167.8% | $113,397+125.3% | $82,637+209.1% |
| Participation rate | 44.4% | 72.8%-28.4pp | 76.5%-32.1pp | 68.1%-23.6pp |
| Annual return | 9.52% | 19.08%-9.6pp | 23.20%-13.7pp | 53.51%-44.0pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,979 | $4,220-53.1% | $5,076-61.0% | $4,126-52.0% |
| Admin fee / account holder | $2,878 | $9,168-68.6% | $11,957-75.9% | $7,339-60.8% |