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 | $848,318 | $108,882+679.1% | $96,754+776.8% | $154,746+448.2% |
| Participation rate | 60.0% | 75.1%-15.1pp | 70.3%-10.3pp | 80.7%-20.7pp |
| Annual return | 14.36% | 98.39%-84.0pp | 82.04%-67.7pp | 172.34%-158.0pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,256 | $5,323+186.6% | $4,758+220.6% | $6,730+126.7% |
| Admin fee / account holder | $4,357 | $10,200-57.3% | $8,905-51.1% | $14,365-69.7% |