Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $345,483 | $110,410+212.9% | $102,437+237.3% | $145,897+136.8% |
| Participation rate | 14.3% | 77.9%-63.6pp | 74.5%-60.2pp | 80.3%-66.0pp |
| Annual return | 8.31% | 24.85%-16.5pp | 24.95%-16.6pp | 552.29%-544.0pp |
| Employer contribution / active EE | $1,709 | $4,217-59.5% | $3,871-55.9% | $4,663-63.4% |
| Participant deferral / active EE | $3,286 | $5,622-41.6% | $5,060-35.1% | $6,689-50.9% |
| Admin fee / account holder | $29,891 | $9,745+206.7% | $8,388+256.4% | $13,390+123.2% |