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 | $403,870 | $45,566+786.3% | $64,105+530.0% | $59,633+577.3% |
| Participation rate | 11.9% | 60.2%-48.3pp | 68.2%-56.3pp | 68.7%-56.8pp |
| Annual return | -4.35% | 4.95%-9.3pp | 791.24%-795.6pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $918 | $934-1.7% | $1,820-49.5% | $2,203-58.3% |
| Participant deferral / active EE | $2,842 | $2,057+38.2% | $2,822+0.7% | $3,192-11.0% |
| Admin fee / account holder | $5,806 | $3,268+77.7% | $4,499+29.0% | $4,297+35.1% |