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 | $580,395 | $94,749+512.6% | $112,899+414.1% | $139,456+316.2% |
| Participation rate | 40.0% | 81.3%-41.3pp | 80.5%-40.5pp | 80.3%-40.3pp |
| Annual return | 3.04% | 40.92%-37.9pp | 34.11%-31.1pp | 373.45%-370.4pp |
| Employer contribution / active EE | $1,474 | $4,630-68.2% | $4,566-67.7% | $4,753-69.0% |
| Participant deferral / active EE | $22,590 | $6,517+246.6% | $6,516+246.7% | $6,711+236.6% |
| Admin fee / account holder | $748 | $8,530-91.2% | $7,047-89.4% | $11,407-93.4% |