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 | $281,279 | $102,661+174.0% | $151,645+85.5% | $66,949+320.1% |
| Participation rate | 65.2% | 85.5%-20.3pp | 87.5%-22.3pp | 69.8%-4.6pp |
| Annual return | -19.72% | -10.81%-8.9pp | 3.34%-23.1pp | 1.57%-21.3pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $6,165-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $8,279 | $6,645+24.6% | $8,363-1.0% | $4,239+95.3% |
| Admin fee / account holder | $7,426 | $630+1077.8% | $11,614-36.1% | $594+1151.1% |