Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,635,596 | $162,136+908.8% | $152,301+973.9% | $154,746+957.0% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 9.08% | 91.02%-81.9pp | 80.50%-71.4pp | 172.34%-163.3pp |
| Employer contribution / active EE | $4,000 | $4,890-18.2% | $4,624-13.5% | $4,379-8.7% |
| Participant deferral / active EE | $10,333 | $8,341+23.9% | $8,004+29.1% | $6,730+53.5% |
| Admin fee / account holder | $61,000 | $15,759+287.1% | $14,398+323.7% | $14,365+324.6% |