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 | $777,116 | $138,078+462.8% | $125,363+519.9% | $134,509+477.7% |
| Participation rate | 27.3% | 84.5%-57.2pp | 82.4%-55.1pp | 81.2%-54.0pp |
| Annual return | -21.42% | 750.49%-771.9pp | 572.15%-593.6pp | 418.13%-439.6pp |
| Employer contribution / active EE | $2,577 | $5,245-50.9% | $4,815-46.5% | $4,741-45.6% |
| Participant deferral / active EE | $6,131 | $7,800-21.4% | $7,447-17.7% | $6,400-4.2% |
| Admin fee / account holder | $40,485 | $11,566+250.0% | $10,005+304.6% | $11,427+254.3% |