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 | $312,273 | $72,071+333.3% | $68,368+356.8% | $137,256+127.5% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 7.13% | 353.14%-346.0pp | 292.57%-285.4pp | 220.34%-213.2pp |
| Employer contribution / active EE | $1,314 | $2,788-52.9% | $2,649-50.4% | $4,156-68.4% |
| Participant deferral / active EE | $6,129 | $4,410+39.0% | $4,123+48.7% | $6,407-4.3% |
| Admin fee / account holder | $3,258 | $5,336-38.9% | $5,150-36.7% | $12,270-73.5% |