Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $269,524 | $99,921+169.7% | $85,009+217.1% | $145,959+84.7% |
| Participation rate | 11.8% | 74.1%-62.3pp | 67.5%-55.7pp | 80.3%-68.5pp |
| Annual return | 11.94% | 83.89%-71.9pp | 66.47%-54.5pp | 561.95%-550.0pp |
| Employer contribution / active EE | $120 | $3,233-96.3% | $2,728-95.6% | $4,661-97.4% |
| Participant deferral / active EE | $1,353 | $5,293-74.4% | $4,522-70.1% | $6,689-79.8% |
| Admin fee / account holder | $510 | $7,252-93.0% | $6,153-91.7% | $13,398-96.2% |