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 | $301,546 | $162,136+86.0% | $152,301+98.0% | $154,746+94.9% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 10.16% | 91.02%-80.9pp | 80.50%-70.3pp | 172.34%-162.2pp |
| Employer contribution / active EE | $1,382 | $4,890-71.7% | $4,624-70.1% | $4,379-68.4% |
| Participant deferral / active EE | $4,182 | $8,341-49.9% | $8,004-47.7% | $6,730-37.9% |
| Admin fee / account holder | $1,651 | $15,759-89.5% | $14,398-88.5% | $14,365-88.5% |