Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $287,107 | $63,365+353.1% | $91,994+212.1% | $72,976+293.4% |
| Participation rate | 50.0% | 72.5%-22.5pp | 78.6%-28.6pp | 69.5%-19.5pp |
| Annual return | 18.36% | 35.35%-17.0pp | 69.04%-50.7pp | 81.02%-62.7pp |
| Employer contribution / active EE | $1,508 | $2,116-28.7% | $3,453-56.3% | $2,440-38.2% |
| Participant deferral / active EE | $2,579 | $4,883-47.2% | $5,924-56.5% | $3,608-28.5% |
| Admin fee / account holder | $5,175 | $4,670+10.8% | $7,744-33.2% | $5,124+1.0% |