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 | $748,042 | $98,760+657.4% | $149,710+399.7% | $79,860+836.7% |
| Participation rate | 65.9% | 75.8%-9.9pp | 82.5%-16.6pp | 69.6%-3.8pp |
| Annual return | 10.28% | 27.43%-17.1pp | 276.63%-266.3pp | 31.72%-21.4pp |
| Employer contribution / active EE | $3,055 | $3,217-5.0% | $4,645-34.2% | $2,471+23.6% |
| Participant deferral / active EE | $3,504 | $5,681-38.3% | $6,842-48.8% | $3,740-6.3% |
| Admin fee / account holder | $23,811 | $6,053+293.4% | $9,309+155.8% | $5,306+348.7% |