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 | $726,279 | $111,785+549.7% | $93,669+675.4% | $145,877+397.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | -3.46% | 203.79%-207.2pp | 133.59%-137.1pp | 551.28%-554.7pp |
| Employer contribution / active EE | $20,993 | $3,096+578.1% | $2,424+766.2% | $4,663+350.2% |
| Participant deferral / active EE | $10,167 | $4,919+106.7% | $4,416+130.2% | $6,691+52.0% |
| Admin fee / account holder | $3,921 | $10,256-61.8% | $8,291-52.7% | $13,402-70.7% |