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 | $323,440 | $183,539+76.2% | $155,556+107.9% | $145,897+121.7% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 5.69% | 61.31%-55.6pp | 64.84%-59.2pp | 552.29%-546.6pp |
| Employer contribution / active EE | $1,288 | $5,315-75.8% | $4,675-72.4% | $4,663-72.4% |
| Participant deferral / active EE | $8,662 | $6,467+33.9% | $5,631+53.8% | $6,689+29.5% |
| Admin fee / account holder | $12,937 | $19,275-32.9% | $15,885-18.6% | $13,390-3.4% |