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 | $421,992 | $100,203+321.1% | $85,240+395.1% | $145,897+189.2% |
| Participation rate | 57.1% | 74.1%-17.0pp | 67.5%-10.4pp | 80.3%-23.2pp |
| Annual return | 4.73% | 84.28%-79.5pp | 66.75%-62.0pp | 552.29%-547.6pp |
| Employer contribution / active EE | $15,168 | $3,242+367.9% | $2,735+454.5% | $4,663+225.3% |
| Participant deferral / active EE | $10,269 | $5,299+93.8% | $4,527+126.8% | $6,689+53.5% |
| Admin fee / account holder | $3,664 | $7,265-49.6% | $6,165-40.6% | $13,390-72.6% |