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 | $446,218 | $57,119+681.2% | $85,187+423.8% | $80,935+451.3% |
| Participation rate | 8.5% | 56.4%-47.9pp | 67.5%-59.0pp | 67.7%-59.2pp |
| Annual return | -4.28% | 21.70%-26.0pp | 66.67%-70.9pp | 35.66%-39.9pp |
| Employer contribution / active EE | $1,762 | $1,802-2.2% | $2,732-35.5% | $2,757-36.1% |
| Participant deferral / active EE | $1,233 | $3,115-60.4% | $4,525-72.8% | $4,299-71.3% |
| Admin fee / account holder | $2,774 | $4,990-44.4% | $6,162-55.0% | $6,924-59.9% |