Sign up free to preview peer percentile detail
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 | $706,463 | $111,814+531.8% | $103,374+583.4% | $145,959+384.0% |
| Participation rate | 41.2% | 77.9%-36.8pp | 74.5%-33.3pp | 80.3%-39.1pp |
| Annual return | 8.16% | 24.77%-16.6pp | 24.89%-16.7pp | 561.95%-553.8pp |
| Employer contribution / active EE | $1,702 | $4,214-59.6% | $3,869-56.0% | $4,661-63.5% |
| Participant deferral / active EE | $4,904 | $5,618-12.7% | $5,058-3.0% | $6,689-26.7% |
| Admin fee / account holder | $22,316 | $9,754+128.8% | $8,394+165.9% | $13,398+66.6% |