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 | $282,451 | $159,978+76.6% | $147,041+92.1% | $145,978+93.5% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 7.19% | 98.36%-91.2pp | 419.21%-412.0pp | 550.52%-543.3pp |
| Employer contribution / active EE | $1,808 | $5,288-65.8% | $4,935-63.4% | $4,662-61.2% |
| Participant deferral / active EE | $6,988 | $8,429-17.1% | $8,071-13.4% | $6,690+4.5% |
| Admin fee / account holder | $757 | $15,053-95.0% | $13,006-94.2% | $13,400-94.3% |