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 | $604,896 | $154,228+292.2% | $145,433+315.9% | $137,256+340.7% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 8.56% | 74.59%-66.0pp | 66.58%-58.0pp | 220.34%-211.8pp |
| Employer contribution / active EE | $16,527 | $4,804+244.0% | $4,554+262.9% | $4,156+297.7% |
| Participant deferral / active EE | $9,893 | $8,216+20.4% | $7,897+25.3% | $6,407+54.4% |
| Admin fee / account holder | $400,063 | $14,344+2689.1% | $13,129+2947.2% | $12,270+3160.5% |