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 | $334,560 | $134,001+149.7% | $112,258+198.0% | $134,509+148.7% |
| Participation rate | 29.4% | 78.6%-49.1pp | 75.1%-45.6pp | 81.2%-51.8pp |
| Annual return | -27.08% | 47.15%-74.2pp | 27.47%-54.6pp | 418.13%-445.2pp |
| Employer contribution / active EE | $1,129 | $4,039-72.0% | $3,636-68.9% | $4,741-76.2% |
| Participant deferral / active EE | $2,201 | $5,291-58.4% | $4,728-53.5% | $6,400-65.6% |
| Admin fee / account holder | $9,046 | $7,491+20.8% | $6,411+41.1% | $11,427-20.8% |