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 | $356,711 | $102,422+248.3% | $147,117+142.5% | $80,959+340.6% |
| Participation rate | 65.4% | 75.9%-10.5pp | 82.2%-16.8pp | 67.7%-2.3pp |
| Annual return | 8.88% | 135.16%-126.3pp | 420.54%-411.7pp | 35.67%-26.8pp |
| Employer contribution / active EE | $7,921 | $3,717+113.1% | $4,932+60.6% | $2,757+187.3% |
| Participant deferral / active EE | $8,532 | $6,652+28.3% | $8,065+5.8% | $4,300+98.4% |
| Admin fee / account holder | $52,595 | $7,953+561.3% | $12,993+304.8% | $6,925+659.5% |