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 | $289,014 | $100,805+186.7% | $86,698+233.4% | $134,532+114.8% |
| Participation rate | 61.1% | 79.0%-17.8pp | 76.6%-15.5pp | 81.2%-20.1pp |
| Annual return | -21.37% | 29.09%-50.5pp | 35.95%-57.3pp | 418.27%-439.6pp |
| Employer contribution / active EE | $919 | $3,490-73.7% | $2,837-67.6% | $4,741-80.6% |
| Participant deferral / active EE | $5,809 | $5,339+8.8% | $4,656+24.8% | $6,401-9.2% |
| Admin fee / account holder | $16,321 | $10,925+49.4% | $7,493+117.8% | $11,429+42.8% |