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 | $74,535+243.1% | $100,712+153.9% | $82,637+209.4% |
| Participation rate | 43.3% | 61.2%-17.9pp | 69.3%-26.0pp | 68.1%-24.8pp |
| Annual return | 11.26% | 18.92%-7.7pp | 33.27%-22.0pp | 53.51%-42.2pp |
| Employer contribution / active EE | $1,752 | $1,503+16.6% | $2,313-24.2% | $2,552-31.4% |
| Participant deferral / active EE | $5,359 | $3,074+74.4% | $4,085+31.2% | $4,126+29.9% |
| Admin fee / account holder | $4,573 | $6,576-30.5% | $9,256-50.6% | $7,339-37.7% |