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 | $255,695 | $77,574+229.6% | $108,753+135.1% | $86,983+194.0% |
| Participation rate | 43.3% | 62.3%-19.0pp | 71.1%-27.8pp | 69.5%-26.2pp |
| Annual return | 11.26% | 18.42%-7.2pp | 37.47%-26.2pp | 25.83%-14.6pp |
| Employer contribution / active EE | $1,752 | $1,611+8.8% | $2,427-27.8% | $2,584-32.2% |
| Participant deferral / active EE | $5,359 | $3,128+71.3% | $4,115+30.2% | $4,194+27.8% |
| Admin fee / account holder | $4,573 | $6,529-30.0% | $10,320-55.7% | $7,856-41.8% |