Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $315,741 | $112,121+181.6% | $95,960+229.0% | $158,966+98.6% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | -7.49% | 171.16%-178.6pp | 91.63%-99.1pp | 302.95%-310.4pp |
| Employer contribution / active EE | $807 | $3,199-74.8% | $2,541-68.3% | $4,762-83.1% |
| Participant deferral / active EE | $1,944 | $4,784-59.4% | $4,167-53.3% | $5,983-67.5% |
| Admin fee / account holder | $17,041 | $10,135+68.1% | $6,797+150.7% | $11,250+51.5% |