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 | $264,145 | $180,466+46.4% | $154,114+71.4% | $135,382+95.1% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -8.89% | 888.15%-897.0pp | 735.16%-744.1pp | 519.77%-528.7pp |
| Employer contribution / active EE | $1,367 | $6,035-77.4% | $5,298-74.2% | $4,779-71.4% |
| Participant deferral / active EE | $9,027 | $5,806+55.5% | $5,081+77.7% | $5,609+60.9% |
| Admin fee / account holder | $2,832 | $16,144-82.5% | $13,411-78.9% | $10,829-73.8% |