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 | $338,993 | $115,810+192.7% | $101,271+234.7% | $158,966+113.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 3.63% | 56.15%-52.5pp | 46.48%-42.8pp | 302.95%-299.3pp |
| Employer contribution / active EE | $8,691 | $4,175+108.2% | $3,660+137.5% | $4,762+82.5% |
| Participant deferral / active EE | $7,981 | $4,958+61.0% | $4,371+82.6% | $5,983+33.4% |
| Admin fee / account holder | $3,082 | $7,248-57.5% | $5,948-48.2% | $11,250-72.6% |