Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,212,879 | $160,028+657.9% | $147,080+724.6% | $145,884+731.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.85% | 98.60%-89.8pp | 420.17%-411.3pp | 551.85%-543.0pp |
| Employer contribution / active EE | $5,311 | $5,286+0.5% | $4,933+7.7% | $4,662+13.9% |
| Participant deferral / active EE | $9,776 | $8,422+16.1% | $8,066+21.2% | $6,690+46.1% |
| Admin fee / account holder | $118,419 | $15,030+687.9% | $12,989+811.7% | $13,392+784.3% |