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 | $263,333 | $198,457+32.7% | $170,435+54.5% | $147,586+78.4% |
| Participation rate | 58.3% | 88.0%-29.6pp | 83.6%-25.3pp | 82.8%-24.5pp |
| Annual return | 7.03% | 257.30%-250.3pp | 205.94%-198.9pp | 578.59%-571.6pp |
| Employer contribution / active EE | $1,867 | $6,183-69.8% | $5,432-65.6% | $4,876-61.7% |
| Participant deferral / active EE | $5,101 | $5,629-9.4% | $4,939+3.3% | $5,439-6.2% |
| Admin fee / account holder | $2,417 | $16,852-85.7% | $13,881-82.6% | $10,886-77.8% |