Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $265,731 | $133,998+98.3% | $112,263+136.7% | $134,545+97.5% |
| Participation rate | 44.4% | 78.6%-34.1pp | 75.1%-30.6pp | 81.2%-36.8pp |
| Annual return | -33.63% | 47.17%-80.8pp | 27.49%-61.1pp | 418.37%-452.0pp |
| Employer contribution / active EE | $2,000 | $4,040-50.5% | $3,636-45.0% | $4,742-57.8% |
| Participant deferral / active EE | $4,610 | $5,292-12.9% | $4,729-2.5% | $6,401-28.0% |
| Admin fee / account holder | $4,092 | $7,493-45.4% | $6,410-36.2% | $11,431-64.2% |