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.
Participant 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $502,489 | $228,395+120.0% | $185,861+170.4% | $158,982+216.1% |
| Participation rate | 41.7% | 82.3%-40.6pp | 78.0%-36.4pp | 82.0%-40.3pp |
| Annual return | 21.61% | 40.82%-19.2pp | 35.96%-14.4pp | 302.99%-281.4pp |
| Employer contribution / active EE | $857 | $4,968-82.7% | $4,088-79.0% | $4,763-82.0% |
| Participant deferral / active EE | $1,004 | $6,417-84.4% | $5,634-82.2% | $5,983-83.2% |
| Admin fee / account holder | $6,369 | $11,869-46.3% | $9,503-33.0% | $11,252-43.4% |