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 | $872,781 | $138,102+532.0% | $125,381+596.1% | $134,532+548.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -21.79% | 750.73%-772.5pp | 572.31%-594.1pp | 418.27%-440.1pp |
| Employer contribution / active EE | $2,756 | $5,245-47.5% | $4,815-42.8% | $4,741-41.9% |
| Participant deferral / active EE | $10,445 | $7,801+33.9% | $7,448+40.2% | $6,401+63.2% |
| Admin fee / account holder | $3,815 | $11,568-67.0% | $10,007-61.9% | $11,429-66.6% |