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 | $475,600 | $178,174+166.9% | $156,181+204.5% | $137,256+246.5% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 7.67% | 84.19%-76.5pp | 64.87%-57.2pp | 220.34%-212.7pp |
| Employer contribution / active EE | $3,479 | $4,972-30.0% | $4,294-19.0% | $4,156-16.3% |
| Participant deferral / active EE | $8,698 | $6,888+26.3% | $6,132+41.8% | $6,407+35.8% |
| Admin fee / account holder | $150,443 | $17,404+764.4% | $14,586+931.4% | $12,270+1126.1% |