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 | $285,393 | $106,003+169.2% | $92,236+209.4% | $147,585+93.4% |
| Participation rate | 5.0% | 80.4%-75.4pp | 76.5%-71.5pp | 82.8%-77.8pp |
| Annual return | 8.69% | 50.05%-41.4pp | 176.29%-167.6pp | 578.57%-569.9pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,090 | $6,333-82.8% | $5,194-79.0% | $10,885-90.0% |