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 | $319,473 | $76,551+317.3% | $123,894+157.9% | $62,881+408.1% |
| Participation rate | 69.2% | 73.0%-3.8pp | 81.4%-12.2pp | 69.3%-0.1pp |
| Annual return | 1.82% | 18.68%-16.9pp | 47.52%-45.7pp | 20.14%-18.3pp |
| Employer contribution / active EE | $7,947 | $2,882+175.7% | $4,617+72.1% | $2,281+248.4% |
| Participant deferral / active EE | $6,041 | $4,840+24.8% | $5,984+1.0% | $3,203+88.6% |
| Admin fee / account holder | $2,886 | $4,826-40.2% | $8,357-65.5% | $4,296-32.8% |