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 | $255,649 | $169,336+51.0% | $129,384+97.6% | $145,884+75.2% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 7.52% | 14408.70%-14401.2pp | 9461.77%-9454.3pp | 551.85%-544.3pp |
| Employer contribution / active EE | $7,173 | $5,540+29.5% | $4,153+72.7% | $4,662+53.9% |
| Participant deferral / active EE | $16,526 | $4,985+231.5% | $4,166+296.7% | $6,690+147.0% |
| Admin fee / account holder | $79,937 | $9,912+706.4% | $7,686+940.1% | $13,392+496.9% |