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 | $1,411,161 | $102,696+1274.1% | $86,235+1536.4% | $139,487+911.7% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.0%-44.0pp | 80.3%-55.3pp |
| Annual return | 3.41% | 1925.91%-1922.5pp | 1170.03%-1166.6pp | 373.84%-370.4pp |
| Employer contribution / active EE | $1,726 | $3,034-43.1% | $2,381-27.5% | $4,755-63.7% |
| Participant deferral / active EE | $4,321 | $4,679-7.6% | $3,987+8.4% | $6,713-35.6% |
| Admin fee / account holder | $50,782 | $8,667+485.9% | $6,856+640.7% | $11,407+345.2% |