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 | $274,618 | $183,539+49.6% | $155,556+76.5% | $145,897+88.2% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 4.70% | 61.31%-56.6pp | 64.84%-60.1pp | 552.29%-547.6pp |
| Employer contribution / active EE | $1,728 | $5,315-67.5% | $4,675-63.0% | $4,663-62.9% |
| Participant deferral / active EE | $4,320 | $6,467-33.2% | $5,631-23.3% | $6,689-35.4% |
| Admin fee / account holder | $3,362 | $19,275-82.6% | $15,885-78.8% | $13,390-74.9% |