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 | $419,044 | $172,111+143.5% | $150,298+178.8% | $137,256+205.3% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 10.59% | 69.37%-58.8pp | 62.79%-52.2pp | 220.34%-209.8pp |
| Employer contribution / active EE | $2,560 | $4,636-44.8% | $4,154-38.4% | $4,156-38.4% |
| Participant deferral / active EE | $4,573 | $6,166-25.8% | $5,453-16.1% | $6,407-28.6% |
| Admin fee / account holder | $19,570 | $16,471+18.8% | $14,116+38.6% | $12,270+59.5% |