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 | $475,601 | $110,410+330.8% | $102,437+364.3% | $145,897+226.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 8.43% | 24.85%-16.4pp | 24.95%-16.5pp | 552.29%-543.9pp |
| Employer contribution / active EE | $25,213 | $4,217+497.9% | $3,871+551.4% | $4,663+440.7% |
| Participant deferral / active EE | $10,167 | $5,622+80.8% | $5,060+100.9% | $6,689+52.0% |
| Admin fee / account holder | $4,493 | $9,745-53.9% | $8,388-46.4% | $13,390-66.4% |