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 | $328,763 | $97,550+237.0% | $120,344+173.2% | $87,485+275.8% |
| Participation rate | 60.6% | 72.8%-12.2pp | 76.7%-16.1pp | 68.9%-8.3pp |
| Annual return | 11.58% | 18.41%-6.8pp | 20.30%-8.7pp | 26.06%-14.5pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,288 | $4,230+25.0% | $5,135+3.0% | $4,274+23.7% |
| Admin fee / account holder | $57,206 | $9,543+499.5% | $12,742+349.0% | $7,775+635.8% |