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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $539,087 | $156,398+244.7% | $147,318+265.9% | $138,895+288.1% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 79.9%-59.9pp |
| Annual return | 7.22% | 78.75%-71.5pp | 70.43%-63.2pp | 145.39%-138.2pp |
| Employer contribution / active EE | $6,303 | $4,853+29.9% | $4,593+37.2% | $4,194+50.3% |
| Participant deferral / active EE | $12,581 | $8,237+52.7% | $7,906+59.1% | $6,396+96.7% |
| Admin fee / account holder | $1,780,849 | $14,976+11791.6% | $13,708+12891.7% | $12,562+14076.3% |