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 | $409,196 | $181,062+126.0% | $158,223+158.6% | $155,188+163.7% |
| Participation rate | 38.9% | 82.7%-43.8pp | 79.2%-40.3pp | 80.8%-41.9pp |
| Annual return | 8.29% | 57.39%-49.1pp | 52.09%-43.8pp | 148.84%-140.5pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,539 | $6,134+22.9% | $5,467+37.9% | $6,531+15.4% |
| Admin fee / account holder | $10,406 | $18,825-44.7% | $16,047-35.2% | $14,480-28.1% |