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 | $84,953+208.7% | $163,379+60.5% | $82,637+217.4% |
| Participation rate | 0.0% | 65.9%-65.9pp | 76.8%-76.8pp | 68.1%-68.1pp |
| Annual return | 12.63% | 23.07%-10.4pp | 63.41%-50.8pp | 53.51%-40.9pp |
| Employer contribution / active EE | $3,778 | $2,183+73.1% | $3,752+0.7% | $2,552+48.1% |
| Participant deferral / active EE | $8,457 | $4,326+95.5% | $6,282+34.6% | $4,126+105.0% |
| Admin fee / account holder | $11,671 | $7,921+47.3% | $9,818+18.9% | $7,339+59.0% |