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 | $1,277,334 | $180,749+606.7% | $160,784+694.4% | $137,256+830.6% |
| Participation rate | 7.1% | 80.0%-72.8pp | 77.0%-69.8pp | 80.0%-72.8pp |
| Annual return | 9.68% | 2234.46%-2224.8pp | 1803.92%-1794.2pp | 220.34%-210.7pp |
| Employer contribution / active EE | $3,481 | $4,155-16.2% | $3,733-6.7% | $4,156-16.2% |
| Participant deferral / active EE | $6,741 | $6,844-1.5% | $6,293+7.1% | $6,407+5.2% |
| Admin fee / account holder | $153,687 | $10,397+1378.2% | $9,717+1481.6% | $12,270+1152.5% |