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 | $344,700 | $172,111+100.3% | $150,298+129.3% | $137,256+151.1% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 9.23% | 69.37%-60.1pp | 62.79%-53.6pp | 220.34%-211.1pp |
| Employer contribution / active EE | $1,011 | $4,636-78.2% | $4,154-75.7% | $4,156-75.7% |
| Participant deferral / active EE | $14,330 | $6,166+132.4% | $5,453+162.8% | $6,407+123.7% |
| Admin fee / account holder | $608,166 | $16,471+3592.4% | $14,116+4208.4% | $12,270+4856.5% |