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 | $316,535 | $184,014+72.0% | $161,149+96.4% | $138,895+127.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 7.06% | 21.52%-14.5pp | 21.16%-14.1pp | 145.39%-138.3pp |
| Employer contribution / active EE | $3,155 | $5,055-37.6% | $4,360-27.6% | $4,194-24.8% |
| Participant deferral / active EE | $2,306 | $6,909-66.6% | $6,153-62.5% | $6,396-64.0% |
| Admin fee / account holder | $7,286 | $18,027-59.6% | $15,194-52.0% | $12,562-42.0% |