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 | $394,433 | $138,078+185.7% | $125,363+214.6% | $134,509+193.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -35.43% | 750.49%-785.9pp | 572.15%-607.6pp | 418.13%-453.6pp |
| Employer contribution / active EE | $1,771 | $5,245-66.2% | $4,815-63.2% | $4,741-62.7% |
| Participant deferral / active EE | $5,283 | $7,800-32.3% | $7,447-29.1% | $6,400-17.5% |
| Admin fee / account holder | $29,371 | $11,566+154.0% | $10,005+193.6% | $11,427+157.0% |