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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,749 | $159,934+58.7% | $147,005+72.6% | $145,959+73.8% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 11.32% | 98.24%-86.9pp | 418.76%-407.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,203 | $8,427-26.4% | $8,070-23.1% | $6,689-7.3% |
| Admin fee / account holder | $24,237 | $15,053+61.0% | $13,006+86.4% | $13,398+80.9% |