Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $279,509 | $111,878+149.8% | $93,727+198.2% | $145,897+91.6% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | -16.50% | 204.28%-220.8pp | 133.83%-150.3pp | 552.29%-568.8pp |
| Employer contribution / active EE | $1,118 | $3,092-63.8% | $2,421-53.8% | $4,663-76.0% |
| Participant deferral / active EE | $1,608 | $4,920-67.3% | $4,417-63.6% | $6,689-76.0% |
| Admin fee / account holder | $899 | $10,256-91.2% | $8,292-89.2% | $13,390-93.3% |