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 | $257,789 | $97,550+164.3% | $120,344+114.2% | $87,485+194.7% |
| Participation rate | 36.7% | 72.8%-36.1pp | 76.7%-40.0pp | 68.9%-32.2pp |
| Annual return | 8.81% | 18.41%-9.6pp | 20.30%-11.5pp | 26.06%-17.2pp |
| Employer contribution / active EE | $1,215 | $2,291-47.0% | $3,020-59.8% | $2,596-53.2% |
| Participant deferral / active EE | $3,821 | $4,230-9.7% | $5,135-25.6% | $4,274-10.6% |
| Admin fee / account holder | $4,970 | $9,543-47.9% | $12,742-61.0% | $7,775-36.1% |