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 | $324,585 | $93,346+247.7% | $71,796+352.1% | $273,972+18.5% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 0.34% | 130.39%-130.0pp | 78.04%-77.7pp | 41.46%-41.1pp |
| Employer contribution / active EE | $11,667 | $2,733+326.8% | $1,924+506.2% | $4,869+139.6% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $57,163 | $6,571+770.0% | $4,815+1087.2% | $10,133+464.2% |