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 | $1,092,130 | $154,228+608.1% | $145,433+651.0% | $137,256+695.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 10.34% | 74.59%-64.3pp | 66.58%-56.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $36,253 | $4,804+654.6% | $4,554+696.0% | $4,156+772.3% |
| Participant deferral / active EE | $20,868 | $8,216+154.0% | $7,897+164.2% | $6,407+225.7% |
| Admin fee / account holder | $1,834,281 | $14,344+12688.2% | $13,129+13871.2% | $12,270+14849.1% |