Sign up free to preview peer percentile detail
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 | $3,647,813 | $210,698+1631.3% | $178,014+1949.2% | $145,959+2399.2% |
| Participation rate | 33.3% | 80.8%-47.4pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 2.31% | 386.27%-384.0pp | 294.80%-292.5pp | 561.95%-559.6pp |
| Employer contribution / active EE | $12,500 | $4,567+173.7% | $3,950+216.5% | $4,661+168.2% |
| Participant deferral / active EE | $10,167 | $6,958+46.1% | $6,276+62.0% | $6,689+52.0% |
| Admin fee / account holder | $2,257 | $12,016-81.2% | $10,362-78.2% | $13,398-83.2% |