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 | $413,273 | $75,959+444.1% | $154,114+168.2% | $64,181+543.9% |
| Participation rate | 69.7% | 70.4%-0.7pp | 83.0%-13.3pp | 69.6%+0.1pp |
| Annual return | -8.24% | 30.32%-38.6pp | 735.16%-743.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $16,223 | $3,350+384.3% | $5,298+206.2% | $2,381+581.4% |
| Participant deferral / active EE | $9,505 | $3,175+199.4% | $5,081+87.1% | $3,470+173.9% |
| Admin fee / account holder | $1,902 | $5,589-66.0% | $13,411-85.8% | $4,887-61.1% |