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.
Participant 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 | $288,270 | $201,344+43.2% | $184,243+56.5% | $145,877+97.6% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 30.47% | 29.01%+1.5pp | 28.82%+1.7pp | 551.28%-520.8pp |
| Employer contribution / active EE | $2,180 | $7,022-69.0% | $6,427-66.1% | $4,663-53.2% |
| Participant deferral / active EE | $2,180 | $9,807-77.8% | $9,132-76.1% | $6,691-67.4% |
| Admin fee / account holder | $2,976 | $16,382-81.8% | $13,914-78.6% | $13,402-77.8% |