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 | $628,054 | $123,155+410.0% | $108,753+477.5% | $155,188+304.7% |
| Participation rate | 5.9% | 75.6%-69.7pp | 71.1%-65.2pp | 80.8%-74.9pp |
| Annual return | 15.03% | 44.73%-29.7pp | 37.47%-22.4pp | 148.84%-133.8pp |
| Employer contribution / active EE | $222 | $2,811-92.1% | $2,427-90.9% | $4,248-94.8% |
| Participant deferral / active EE | $1,824 | $4,623-60.6% | $4,115-55.7% | $6,531-72.1% |
| Admin fee / account holder | $6,947 | $12,126-42.7% | $10,320-32.7% | $14,480-52.0% |