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 | $720,558 | $146,267+392.6% | $197,124+265.5% | $82,448+774.0% |
| Participation rate | 46.9% | 84.0%-37.1pp | 86.7%-39.8pp | 68.1%-21.2pp |
| Annual return | 18.79% | 29.61%-10.8pp | 44.34%-25.6pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,448 | $7,035+34.3% | $9,135+3.4% | $4,139+128.2% |
| Admin fee / account holder | $60,244 | $14,422+317.7% | $16,298+269.6% | $7,234+732.7% |