Sign up free to preview peer percentile detail
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 | $259,176 | $112,729+129.9% | $98,716+162.5% | $137,256+88.8% |
| Participation rate | 15.4% | 74.2%-58.8pp | 69.3%-53.9pp | 80.0%-64.6pp |
| Annual return | 5.41% | 38.48%-33.1pp | 31.81%-26.4pp | 220.34%-214.9pp |
| Employer contribution / active EE | $578 | $2,725-78.8% | $2,279-74.6% | $4,156-86.1% |
| Participant deferral / active EE | $2,000 | $4,640-56.9% | $4,048-50.6% | $6,407-68.8% |
| Admin fee / account holder | $519,459 | $10,129+5028.7% | $8,703+5868.9% | $12,270+4133.5% |