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 | $567,503 | $117,846+381.6% | $102,434+454.0% | $145,884+289.0% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 14.11% | 31.90%-17.8pp | 29.46%-15.3pp | 551.85%-537.7pp |
| Employer contribution / active EE | $1,579 | $3,615-56.3% | $3,023-47.8% | $4,662-66.1% |
| Participant deferral / active EE | $1,579 | $5,733-72.5% | $5,055-68.8% | $6,690-76.4% |
| Admin fee / account holder | $20,685 | $13,356+54.9% | $9,462+118.6% | $13,392+54.5% |