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 | $303,440 | $107,363+182.6% | $92,909+226.6% | $152,897+98.5% |
| Participation rate | 41.7% | 79.8%-38.1pp | 76.0%-34.3pp | 82.5%-40.8pp |
| Annual return | 18.32% | 145.63%-127.3pp | 109.44%-91.1pp | 345.43%-327.1pp |
| Employer contribution / active EE | $513 | $4,222-87.9% | $3,653-86.0% | $4,764-89.2% |
| Participant deferral / active EE | $3,181 | $4,848-34.4% | $4,238-24.9% | $5,851-45.6% |
| Admin fee / account holder | $68,521 | $7,082+867.6% | $5,795+1082.4% | $11,599+490.7% |