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 | $404,396 | $157,276+157.1% | $141,177+186.4% | $152,885+164.5% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 16.60% | 64.33%-47.7pp | 71.40%-54.8pp | 345.39%-328.8pp |
| Employer contribution / active EE | $920 | $5,262-82.5% | $4,736-80.6% | $4,763-80.7% |
| Participant deferral / active EE | $5,510 | $7,110-22.5% | $6,710-17.9% | $5,851-5.8% |
| Admin fee / account holder | $35,429 | $12,123+192.2% | $10,263+245.2% | $11,598+205.5% |