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 | $375,643 | $217,432+72.8% | $185,851+102.1% | $167,553+124.2% |
| Participation rate | 42.9% | 86.1%-43.2pp | 81.7%-38.9pp | 82.1%-39.3pp |
| Annual return | 12.68% | 148.43%-135.7pp | 122.11%-109.4pp | 478.89%-466.2pp |
| Employer contribution / active EE | $1,398 | $5,874-76.2% | $5,168-73.0% | $4,840-71.1% |
| Participant deferral / active EE | $1,829 | $6,357-71.2% | $5,569-67.2% | $6,343-71.2% |
| Admin fee / account holder | $40,000 | $19,820+101.8% | $16,245+146.2% | $12,316+224.8% |