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 | $1,760,041 | $157,304+1018.9% | $141,197+1146.5% | $152,909+1051.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 8.34% | 64.34%-56.0pp | 71.41%-63.1pp | 345.46%-337.1pp |
| Employer contribution / active EE | $1,753 | $5,263-66.7% | $4,736-63.0% | $4,764-63.2% |
| Participant deferral / active EE | $16,667 | $7,111+134.4% | $6,710+148.4% | $5,851+184.8% |
| Admin fee / account holder | $119,928 | $12,126+889.0% | $10,265+1068.3% | $11,601+933.8% |