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 | $260,055 | $111,535+133.2% | $105,223+147.1% | $137,256+89.5% |
| Participation rate | 56.3% | 78.1%-21.8pp | 75.0%-18.8pp | 80.0%-23.7pp |
| Annual return | 11.46% | 237.85%-226.4pp | 180.65%-169.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $901 | $3,939-77.1% | $3,689-75.6% | $4,156-78.3% |
| Participant deferral / active EE | $7,372 | $5,500+34.0% | $5,072+45.4% | $6,407+15.1% |
| Admin fee / account holder | $11,713 | $9,721+20.5% | $8,859+32.2% | $12,270-4.5% |