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.
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 | $252,043 | $165,399+52.4% | $149,745+68.3% | $158,982+58.5% |
| Participation rate | 20.0% | 84.6%-64.6pp | 82.5%-62.5pp | 82.0%-62.0pp |
| Annual return | 2.42% | 348.34%-345.9pp | 276.72%-274.3pp | 302.99%-300.6pp |
| Employer contribution / active EE | $715 | $5,105-86.0% | $4,646-84.6% | $4,763-85.0% |
| Participant deferral / active EE | $2,415 | $7,183-66.4% | $6,843-64.7% | $5,983-59.6% |
| Admin fee / account holder | $1,892 | $10,811-82.5% | $9,312-79.7% | $11,252-83.2% |