Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,317,977 | $160,040+723.5% | $147,096+796.0% | $145,877+803.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 1.82% | 98.49%-96.7pp | 419.75%-417.9pp | 551.28%-549.5pp |
| Employer contribution / active EE | $16,896 | $5,289+219.4% | $4,936+242.3% | $4,663+262.3% |
| Participant deferral / active EE | $10,383 | $8,429+23.2% | $8,071+28.6% | $6,691+55.2% |
| Admin fee / account holder | $10,415 | $15,050-30.8% | $13,005-19.9% | $13,402-22.3% |