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 | $270,176 | $102,609+163.3% | $98,090+175.4% | $138,895+94.5% |
| Participation rate | 47.4% | 82.8%-35.4pp | 81.5%-34.2pp | 79.9%-32.6pp |
| Annual return | 12.31% | 36.44%-24.1pp | 37.05%-24.7pp | 145.39%-133.1pp |
| Employer contribution / active EE | $2,635 | $3,867-31.9% | $3,606-26.9% | $4,194-37.2% |
| Participant deferral / active EE | $6,567 | $8,167-19.6% | $7,845-16.3% | $6,396+2.7% |
| Admin fee / account holder | $1,034 | $11,434-91.0% | $11,815-91.2% | $12,562-91.8% |