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 | $327,474 | $185,312+76.7% | $161,489+102.8% | $154,746+111.6% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 6.18% | 103.84%-97.7pp | 89.72%-83.5pp | 172.34%-166.2pp |
| Employer contribution / active EE | $2,618 | $4,769-45.1% | $4,268-38.7% | $4,379-40.2% |
| Participant deferral / active EE | $5,439 | $6,350-14.3% | $5,630-3.4% | $6,730-19.2% |
| Admin fee / account holder | $4,067 | $18,654-78.2% | $16,006-74.6% | $14,365-71.7% |