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 | $319,126 | $72,071+342.8% | $68,368+366.8% | $137,256+132.5% |
| Participation rate | 16.7% | 76.2%-59.6pp | 73.8%-57.1pp | 80.0%-63.3pp |
| Annual return | 14.16% | 353.14%-339.0pp | 292.57%-278.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $261 | $2,788-90.6% | $2,649-90.1% | $4,156-93.7% |
| Participant deferral / active EE | $5,167 | $4,410+17.2% | $4,123+25.3% | $6,407-19.4% |
| Admin fee / account holder | $808 | $5,336-84.9% | $5,150-84.3% | $12,270-93.4% |