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 | $309,315 | $39,028+692.6% | $80,741+283.1% | $85,847+260.3% |
| Participation rate | 7.7% | 41.6%-33.9pp | 54.2%-46.5pp | 69.3%-61.6pp |
| Annual return | 8.60% | 26.31%-17.7pp | 87.30%-78.7pp | 318.61%-310.0pp |
| Employer contribution / active EE | $163 | $722-77.5% | $1,160-86.0% | $2,565-93.7% |
| Participant deferral / active EE | $1,017 | $1,326-23.3% | $2,145-52.6% | $3,952-74.3% |
| Admin fee / account holder | $2,477 | $2,429+2.0% | $3,380-26.7% | $6,261-60.4% |