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 | $531,231 | $201,344+163.8% | $184,243+188.3% | $145,877+264.2% |
| Participation rate | 52.9% | 87.5%-34.6pp | 86.8%-33.9pp | 80.3%-27.4pp |
| Annual return | -4.15% | 29.01%-33.2pp | 28.82%-33.0pp | 551.28%-555.4pp |
| Employer contribution / active EE | $3,882 | $7,022-44.7% | $6,427-39.6% | $4,663-16.7% |
| Participant deferral / active EE | $5,176 | $9,807-47.2% | $9,132-43.3% | $6,691-22.6% |
| Admin fee / account holder | $85,404 | $16,382+421.3% | $13,914+513.8% | $13,402+537.2% |