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 | $385,274 | $142,354+170.6% | $125,529+206.9% | $155,188+148.3% |
| Participation rate | 25.0% | 78.1%-53.1pp | 74.7%-49.7pp | 80.8%-55.8pp |
| Annual return | 16.93% | 306.06%-289.1pp | 202.56%-185.6pp | 148.84%-131.9pp |
| Employer contribution / active EE | $429 | $3,501-87.8% | $3,058-86.0% | $4,248-89.9% |
| Participant deferral / active EE | $3,135 | $5,491-42.9% | $4,813-34.9% | $6,531-52.0% |
| Admin fee / account holder | $9,658 | $19,392-50.2% | $16,298-40.7% | $14,480-33.3% |