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 | $474,557 | $102,422+363.3% | $147,117+222.6% | $80,959+486.2% |
| Participation rate | 56.7% | 75.9%-19.2pp | 82.2%-25.5pp | 67.7%-11.0pp |
| Annual return | 26.98% | 135.16%-108.2pp | 420.54%-393.6pp | 35.67%-8.7pp |
| Employer contribution / active EE | $500 | $3,717-86.5% | $4,932-89.9% | $2,757-81.9% |
| Participant deferral / active EE | $4,979 | $6,652-25.2% | $8,065-38.3% | $4,300+15.8% |
| Admin fee / account holder | $134,937 | $7,953+1596.6% | $12,993+938.6% | $6,925+1848.5% |