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 | $313,627 | $109,863+185.5% | $98,477+218.5% | $167,518+87.2% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 7.04% | 1958.09%-1951.1pp | 1493.59%-1486.6pp | 478.71%-471.7pp |
| Employer contribution / active EE | $2,640 | $3,225-18.1% | $2,961-10.8% | $4,838-45.4% |
| Participant deferral / active EE | $13,000 | $4,673+178.2% | $4,276+204.0% | $6,342+105.0% |
| Admin fee / account holder | $1,703 | $6,755-74.8% | $5,951-71.4% | $12,312-86.2% |