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 | $607,106 | $154,228+293.6% | $145,433+317.4% | $137,256+342.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 5.38% | 74.59%-69.2pp | 66.58%-61.2pp | 220.34%-215.0pp |
| Employer contribution / active EE | $71 | $4,804-98.5% | $4,554-98.4% | $4,156-98.3% |
| Participant deferral / active EE | $12,479 | $8,216+51.9% | $7,897+58.0% | $6,407+94.8% |
| Admin fee / account holder | $126,523 | $14,344+782.1% | $13,129+863.7% | $12,270+931.1% |