Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $448,313 | $183,592+144.2% | $155,574+188.2% | $145,877+207.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 5.35% | 61.37%-56.0pp | 64.87%-59.5pp | 551.28%-545.9pp |
| Employer contribution / active EE | $2,249 | $5,317-57.7% | $4,676-51.9% | $4,663-51.8% |
| Participant deferral / active EE | $13,375 | $6,466+106.9% | $5,629+137.6% | $6,691+99.9% |
| Admin fee / account holder | $3,577 | $19,316-81.5% | $15,914-77.5% | $13,402-73.3% |