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 | $252,825 | $138,102+83.1% | $125,381+101.6% | $134,532+87.9% |
| Participation rate | 61.1% | 84.5%-23.4pp | 82.4%-21.3pp | 81.2%-20.1pp |
| Annual return | -23.42% | 750.73%-774.1pp | 572.31%-595.7pp | 418.27%-441.7pp |
| Employer contribution / active EE | $4,960 | $5,245-5.4% | $4,815+3.0% | $4,741+4.6% |
| Participant deferral / active EE | $4,141 | $7,801-46.9% | $7,448-44.4% | $6,401-35.3% |
| Admin fee / account holder | $3,160 | $11,568-72.7% | $10,007-68.4% | $11,429-72.3% |