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 | $324,004 | $72,071+349.6% | $68,368+373.9% | $137,256+136.1% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 9.56% | 353.14%-343.6pp | 292.57%-283.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $1,120 | $2,788-59.8% | $2,649-57.7% | $4,156-73.0% |
| Participant deferral / active EE | $11,596 | $4,410+162.9% | $4,123+181.3% | $6,407+81.0% |
| Admin fee / account holder | $5,152 | $5,336-3.4% | $5,1500% | $12,270-58.0% |