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 | $1,400,900 | $69,118+1926.8% | $53,647+2511.4% | $138,895+908.6% |
| Participation rate | 25.0% | 64.0%-39.0pp | 56.3%-31.3pp | 79.9%-54.9pp |
| Annual return | -2.51% | 248.26%-250.8pp | 358.33%-360.8pp | 145.39%-147.9pp |
| Employer contribution / active EE | $250 | $1,189-79.0% | $962-74.0% | $4,194-94.0% |
| Participant deferral / active EE | $250 | $2,274-89.0% | $1,813-86.2% | $6,396-96.1% |
| Admin fee / account holder | $620 | $2,724-77.3% | $2,460-74.8% | $12,562-95.1% |