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 | $80,812+224.5% | $160,784+63.1% | $82,448+218.1% |
| Participation rate | 0.0% | 66.2%-66.2pp | 77.0%-77.0pp | 68.1%-68.1pp |
| Annual return | 12.63% | 100.59%-88.0pp | 1803.92%-1791.3pp | 41.64%-29.0pp |
| Employer contribution / active EE | $3,778 | $2,174+73.8% | $3,733+1.2% | $2,551+48.1% |
| Participant deferral / active EE | $8,457 | $4,335+95.1% | $6,293+34.4% | $4,139+104.3% |
| Admin fee / account holder | $11,671 | $7,695+51.7% | $9,717+20.1% | $7,234+61.3% |