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 | $754,260 | $175,259+330.4% | $149,723+403.8% | $139,487+440.7% |
| Participation rate | 57.1% | 83.4%-26.3pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 1.75% | 166.82%-165.1pp | 134.50%-132.7pp | 373.84%-372.1pp |
| Employer contribution / active EE | $11,319 | $5,478+106.6% | $4,821+134.8% | $4,755+138.1% |
| Participant deferral / active EE | $4,130 | $6,522-36.7% | $5,682-27.3% | $6,713-38.5% |
| Admin fee / account holder | $20,652 | $16,158+27.8% | $13,215+56.3% | $11,407+81.0% |