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 | $253,695 | $73,546+244.9% | $63,018+302.6% | $147,586+71.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.8%-14.8pp | 82.8%-22.8pp |
| Annual return | 23.64% | 175.56%-151.9pp | 87.62%-64.0pp | 578.59%-555.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,800 | $4,185+158.1% | $3,330+224.4% | $5,439+98.6% |
| Admin fee / account holder | $1,668 | $5,956-72.0% | $3,601-53.7% | $10,886-84.7% |