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 | $424,403 | $183,627+131.1% | $155,602+172.7% | $145,978+190.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 5.22% | 61.32%-56.1pp | 64.81%-59.6pp | 550.52%-545.3pp |
| Employer contribution / active EE | $2,030 | $5,316-61.8% | $4,675-56.6% | $4,662-56.5% |
| Participant deferral / active EE | $7,625 | $6,466+17.9% | $5,629+35.5% | $6,690+14.0% |
| Admin fee / account holder | $14,524 | $19,327-24.9% | $15,923-8.8% | $13,400+8.4% |