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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,008,727 | $183,539+449.6% | $155,556+548.5% | $145,897+591.4% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 3.65% | 61.31%-57.7pp | 64.84%-61.2pp | 552.29%-548.6pp |
| Employer contribution / active EE | $339 | $5,315-93.6% | $4,675-92.8% | $4,663-92.7% |
| Participant deferral / active EE | $10,167 | $6,467+57.2% | $5,631+80.6% | $6,689+52.0% |
| Admin fee / account holder | $19,381 | $19,275+0.6% | $15,885+22.0% | $13,390+44.7% |