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 | $252,656 | $97,078+160.3% | $103,065+145.1% | $145,897+73.2% |
| Participation rate | 33.3% | 81.1%-47.8pp | 80.6%-47.2pp | 80.3%-47.0pp |
| Annual return | 8.84% | 25.49%-16.6pp | 23.95%-15.1pp | 552.29%-543.4pp |
| Employer contribution / active EE | $2,356 | $4,680-49.6% | $4,675-49.6% | $4,663-49.5% |
| Participant deferral / active EE | $16,805 | $6,601+154.6% | $6,625+153.7% | $6,689+151.2% |
| Admin fee / account holder | $19,547 | $12,505+56.3% | $9,349+109.1% | $13,390+46.0% |