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 | $417,899 | $138,114+202.6% | $125,391+233.3% | $134,545+210.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -20.96% | 750.88%-771.8pp | 572.41%-593.4pp | 418.37%-439.3pp |
| Employer contribution / active EE | $21,000 | $5,246+300.3% | $4,816+336.1% | $4,742+342.9% |
| Participant deferral / active EE | $5,367 | $7,801-31.2% | $7,448-27.9% | $6,401-16.2% |
| Admin fee / account holder | $975 | $11,570-91.6% | $10,009-90.3% | $11,431-91.5% |