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 | $355,407 | $154,228+130.4% | $145,433+144.4% | $137,256+158.9% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 11.16% | 74.59%-63.4pp | 66.58%-55.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $2,464 | $4,804-48.7% | $4,554-45.9% | $4,156-40.7% |
| Participant deferral / active EE | $11,914 | $8,216+45.0% | $7,897+50.9% | $6,407+86.0% |
| Admin fee / account holder | $82,050 | $14,344+472.0% | $13,129+525.0% | $12,270+568.7% |