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 | $357,261 | $159,934+123.4% | $147,005+143.0% | $145,959+144.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 18.52% | 98.24%-79.7pp | 418.76%-400.2pp | 561.95%-543.4pp |
| Employer contribution / active EE | $567 | $5,287-89.3% | $4,934-88.5% | $4,661-87.8% |
| Participant deferral / active EE | $5,650 | $8,427-33.0% | $8,070-30.0% | $6,689-15.5% |
| Admin fee / account holder | $3,380 | $15,053-77.5% | $13,006-74.0% | $13,398-74.8% |