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 | $327,254 | $156,398+109.2% | $147,318+122.1% | $138,895+135.6% |
| Participation rate | 65.0% | 83.8%-18.8pp | 82.1%-17.1pp | 79.9%-14.9pp |
| Annual return | 11.76% | 78.75%-67.0pp | 70.43%-58.7pp | 145.39%-133.6pp |
| Employer contribution / active EE | $1,278 | $4,853-73.7% | $4,593-72.2% | $4,194-69.5% |
| Participant deferral / active EE | $3,863 | $8,237-53.1% | $7,906-51.1% | $6,396-39.6% |
| Admin fee / account holder | $7,225 | $14,976-51.8% | $13,708-47.3% | $12,562-42.5% |