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 | $255,891 | $51,638+395.6% | $68,368+274.3% | $82,448+210.4% |
| Participation rate | 66.0% | 63.6%+2.3pp | 73.8%-7.8pp | 68.1%-2.1pp |
| Annual return | 11.13% | 37.53%-26.4pp | 292.57%-281.4pp | 41.64%-30.5pp |
| Employer contribution / active EE | $3,107 | $2,047+51.8% | $2,649+17.3% | $2,551+21.8% |
| Participant deferral / active EE | $8,941 | $2,914+206.9% | $4,123+116.9% | $4,139+116.0% |
| Admin fee / account holder | $32,777 | $4,643+605.9% | $5,150+536.5% | $7,234+353.1% |