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 | $397,647 | $178,174+123.2% | $156,181+154.6% | $137,256+189.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 6.38% | 84.19%-77.8pp | 64.87%-58.5pp | 220.34%-214.0pp |
| Employer contribution / active EE | $2,400 | $4,972-51.7% | $4,294-44.1% | $4,156-42.3% |
| Participant deferral / active EE | $20,667 | $6,888+200.0% | $6,132+237.0% | $6,407+222.6% |
| Admin fee / account holder | $253,264 | $17,404+1355.2% | $14,586+1636.3% | $12,270+1964.1% |