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 | $271,258 | $106,267+155.3% | $96,520+181.0% | $139,456+94.5% |
| Participation rate | 16.7% | 77.8%-61.2pp | 74.3%-57.7pp | 80.3%-63.7pp |
| Annual return | 16.63% | 38.45%-21.8pp | 35.72%-19.1pp | 373.45%-356.8pp |
| Employer contribution / active EE | $167 | $4,105-95.9% | $3,739-95.5% | $4,753-96.5% |
| Participant deferral / active EE | $5,000 | $5,454-8.3% | $4,879+2.5% | $6,711-25.5% |
| Admin fee / account holder | $770 | $7,882-90.2% | $6,733-88.6% | $11,407-93.2% |