Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $695,295 | $89,370+678.0% | $141,197+392.4% | $72,976+852.8% |
| Participation rate | 65.9% | 75.1%-9.3pp | 82.5%-16.6pp | 69.5%-3.6pp |
| Annual return | 12.49% | 111.88%-99.4pp | 71.41%-58.9pp | 81.02%-68.5pp |
| Employer contribution / active EE | $264 | $3,115-91.5% | $4,736-94.4% | $2,440-89.2% |
| Participant deferral / active EE | $6,547 | $5,419+20.8% | $6,710-2.4% | $3,608+81.5% |
| Admin fee / account holder | $13,834 | $5,957+132.2% | $10,265+34.8% | $5,124+170.0% |