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 | $858,848 | $177,156+384.8% | $147,027+484.1% | $154,746+455.0% |
| Participation rate | 66.7% | 79.4%-12.7pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 5.91% | 21.94%-16.0pp | 20.23%-14.3pp | 172.34%-166.4pp |
| Employer contribution / active EE | $2,083 | $4,336-52.0% | $3,626-42.5% | $4,379-52.4% |
| Participant deferral / active EE | $7,333 | $5,797+26.5% | $4,933+48.7% | $6,730+9.0% |
| Admin fee / account holder | $40,009 | $14,904+168.4% | $12,223+227.3% | $14,365+178.5% |