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 | $466,069 | $135,956+242.8% | $123,894+276.2% | $273,972+70.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | -0.79% | 56.63%-57.4pp | 47.52%-48.3pp | 41.46%-42.2pp |
| Employer contribution / active EE | $1,856 | $5,170-64.1% | $4,617-59.8% | $4,869-61.9% |
| Participant deferral / active EE | $3,852 | $6,343-39.3% | $5,984-35.6% | $5,287-27.1% |
| Admin fee / account holder | $19,422 | $9,817+97.8% | $8,357+132.4% | $10,133+91.7% |