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 | $283,213 | $150,447+88.2% | $136,298+107.8% | $147,586+91.9% |
| Participation rate | 14.3% | 84.4%-70.1pp | 81.9%-67.6pp | 82.8%-68.5pp |
| Annual return | 4.71% | 1049.15%-1044.4pp | 5156.27%-5151.6pp | 578.59%-573.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,030 | $10,906-81.4% | $9,244-78.0% | $10,886-81.4% |