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 | $270,782 | $138,076+96.1% | $123,553+119.2% | $135,380+100.0% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -12.67% | 153.70%-166.4pp | 119.21%-131.9pp | 519.81%-532.5pp |
| Employer contribution / active EE | $5,411 | $5,152+5.0% | $4,628+16.9% | $4,779+13.2% |
| Participant deferral / active EE | $8,523 | $6,800+25.3% | $6,426+32.6% | $5,609+51.9% |
| Admin fee / account holder | $14,398 | $10,917+31.9% | $9,284+55.1% | $10,828+33.0% |