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 | $444,851 | $154,228+188.4% | $145,433+205.9% | $137,256+224.1% |
| Participation rate | 16.7% | 83.8%-67.1pp | 82.1%-65.5pp | 80.0%-63.3pp |
| Annual return | 14.90% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,167 | $8,216-37.1% | $7,897-34.6% | $6,407-19.4% |
| Admin fee / account holder | $1,457 | $14,344-89.8% | $13,129-88.9% | $12,270-88.1% |