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.)
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 | $420,108 | $77,920+439.2% | $149,723+180.6% | $75,177+458.8% |
| Participation rate | 22.9% | 65.6%-42.7pp | 78.8%-55.9pp | 67.2%-44.3pp |
| Annual return | 7.12% | 31.72%-24.6pp | 134.50%-127.4pp | 160.75%-153.6pp |
| Employer contribution / active EE | $14,227 | $3,138+353.3% | $4,821+195.1% | $2,671+432.6% |
| Participant deferral / active EE | $287 | $3,411-91.6% | $5,682-95.0% | $4,126-93.1% |
| Admin fee / account holder | $540,647 | $5,951+8985.7% | $13,215+3991.2% | $5,651+9466.7% |