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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $371,124 | $181,896+104.0% | $156,551+137.1% | $273,972+35.5% |
| Participation rate | 0.0% | 88.4%-88.4pp | 84.0%-84.0pp | 83.0%-83.0pp |
| Annual return | 2.02% | 30.74%-28.7pp | 32.23%-30.2pp | 41.46%-39.4pp |
| Employer contribution / active EE | $9,208 | $6,248+47.4% | $5,501+67.4% | $4,869+89.1% |
| Participant deferral / active EE | $12,612 | $5,550+127.2% | $4,871+158.9% | $5,287+138.5% |
| Admin fee / account holder | $4,306 | $15,560-72.3% | $13,028-66.9% | $10,133-57.5% |