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 | $282,107 | $51,638+446.3% | $68,368+312.6% | $82,448+242.2% |
| Participation rate | 47.8% | 63.6%-15.8pp | 73.8%-26.0pp | 68.1%-20.3pp |
| Annual return | 12.74% | 37.53%-24.8pp | 292.57%-279.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,283 | $2,047-37.3% | $2,649-51.6% | $2,551-49.7% |
| Participant deferral / active EE | $5,490 | $2,914+88.4% | $4,123+33.2% | $4,139+32.6% |
| Admin fee / account holder | $11,365 | $4,643+144.7% | $5,150+120.7% | $7,234+57.1% |