Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $316,815 | $102,429+209.3% | $147,096+115.4% | $80,925+291.5% |
| Participation rate | 0.0% | 75.9%-75.9pp | 82.2%-82.2pp | 67.7%-67.7pp |
| Annual return | 11.21% | 135.02%-123.8pp | 419.75%-408.5pp | 35.65%-24.4pp |
| Employer contribution / active EE | $2,771 | $3,716-25.4% | $4,936-43.9% | $2,756+0.5% |
| Participant deferral / active EE | $9,512 | $6,649+43.1% | $8,071+17.8% | $4,299+121.3% |
| Admin fee / account holder | $56,357 | $7,957+608.3% | $13,005+333.3% | $6,940+712.0% |