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 | $264,203 | $76,407+245.8% | $150,298+75.8% | $82,448+220.4% |
| Participation rate | 56.3% | 66.4%-10.1pp | 77.8%-21.5pp | 68.1%-11.8pp |
| Annual return | 11.27% | 39.99%-28.7pp | 62.79%-51.5pp | 41.64%-30.4pp |
| Employer contribution / active EE | $2,669 | $2,614+2.1% | $4,154-35.7% | $2,551+4.6% |
| Participant deferral / active EE | $4,868 | $3,214+51.5% | $5,453-10.7% | $4,139+17.6% |
| Admin fee / account holder | $25,552 | $6,352+302.3% | $14,116+81.0% | $7,234+253.2% |