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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,257 | $90,400+190.1% | $186,193+40.9% | $87,485+199.8% |
| Participation rate | 0.0% | 66.2%-66.2pp | 77.1%-77.1pp | 68.9%-68.9pp |
| Annual return | 12.63% | 22.15%-9.5pp | 78.03%-65.4pp | 26.06%-13.4pp |
| Employer contribution / active EE | $3,778 | $2,170+74.1% | $3,918-3.6% | $2,596+45.5% |
| Participant deferral / active EE | $8,457 | $4,330+95.3% | $6,513+29.8% | $4,274+97.9% |
| Admin fee / account holder | $11,671 | $8,673+34.6% | $11,058+5.5% | $7,775+50.1% |