Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $352,417 | $106,267+231.6% | $96,520+265.1% | $139,456+152.7% |
| Participation rate | 30.0% | 77.8%-47.8pp | 74.3%-44.3pp | 80.3%-50.3pp |
| Annual return | 9.65% | 38.45%-28.8pp | 35.72%-26.1pp | 373.45%-363.8pp |
| Employer contribution / active EE | $1,664 | $4,105-59.5% | $3,739-55.5% | $4,753-65.0% |
| Participant deferral / active EE | $4,500 | $5,454-17.5% | $4,879-7.8% | $6,711-32.9% |
| Admin fee / account holder | $1,691 | $7,882-78.5% | $6,733-74.9% | $11,407-85.2% |