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 | $273,151 | $70,366+288.2% | $66,674+309.7% | $138,895+96.7% |
| Participation rate | 14.3% | 76.2%-61.9pp | 73.7%-59.4pp | 79.9%-65.6pp |
| Annual return | 2.87% | 386.41%-383.5pp | 321.24%-318.4pp | 145.39%-142.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $738 | $4,374-83.1% | $4,084-81.9% | $6,396-88.5% |
| Admin fee / account holder | $338,459 | $5,262+6331.5% | $5,098+6538.9% | $12,562+2594.3% |