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 | $1,073,168 | $123,793+766.9% | $177,848+503.4% | $79,856+1243.9% |
| Participation rate | 3.2% | 84.7%-81.4pp | 87.7%-84.5pp | 69.6%-66.4pp |
| Annual return | 7.15% | 22.82%-15.7pp | 48.33%-41.2pp | 31.71%-24.6pp |
| Employer contribution / active EE | $6,086 | $4,095+48.6% | $5,919+2.8% | $2,471+146.3% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $144,230 | $7,243+1891.4% | $12,431+1060.2% | $5,306+2618.0% |