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 | $270,381 | $102,393+164.1% | $147,041+83.9% | $80,911+234.2% |
| Participation rate | 56.8% | 75.9%-19.1pp | 82.2%-25.4pp | 67.6%-10.9pp |
| Annual return | 16.31% | 134.95%-118.6pp | 419.21%-402.9pp | 35.63%-19.3pp |
| Employer contribution / active EE | $735 | $3,715-80.2% | $4,935-85.1% | $2,756-73.3% |
| Participant deferral / active EE | $9,056 | $6,647+36.2% | $8,071+12.2% | $4,297+110.7% |
| Admin fee / account holder | $27,810 | $7,943+250.1% | $13,006+113.8% | $6,935+301.0% |