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 | $719,722 | $70,366+922.8% | $66,674+979.5% | $138,895+418.2% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.7%-40.3pp | 79.9%-46.6pp |
| Annual return | 3.98% | 386.41%-382.4pp | 321.24%-317.3pp | 145.39%-141.4pp |
| Employer contribution / active EE | $12,479 | $2,765+351.3% | $2,620+376.3% | $4,194+197.5% |
| Participant deferral / active EE | $10,167 | $4,374+132.4% | $4,084+148.9% | $6,396+58.9% |
| Admin fee / account holder | $12,802 | $5,262+143.3% | $5,098+151.1% | $12,562+1.9% |