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 | $305,722 | $72,486+321.8% | $87,103+251.0% | $72,976+318.9% |
| Participation rate | 0.0% | 72.8%-72.8pp | 76.9%-76.9pp | 69.5%-69.5pp |
| Annual return | 3.63% | 24.46%-20.8pp | 28.19%-24.6pp | 81.02%-77.4pp |
| Employer contribution / active EE | $1,187 | $1,894-37.3% | $2,521-52.9% | $2,440-51.4% |
| Participant deferral / active EE | $3,154 | $3,270-3.5% | $4,049-22.1% | $3,608-12.6% |
| Admin fee / account holder | $7,232 | $5,055+43.1% | $7,491-3.5% | $5,124+41.1% |