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 | $289,133 | $111,814+158.6% | $103,374+179.7% | $145,959+98.1% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 5.67% | 24.77%-19.1pp | 24.89%-19.2pp | 561.95%-556.3pp |
| Employer contribution / active EE | $1,767 | $4,214-58.1% | $3,869-54.3% | $4,661-62.1% |
| Participant deferral / active EE | $7,585 | $5,618+35.0% | $5,058+50.0% | $6,689+13.4% |
| Admin fee / account holder | $136,729 | $9,754+1301.7% | $8,394+1528.9% | $13,398+920.5% |