Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.)
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 | $863,247 | $183,592+370.2% | $155,574+454.9% | $145,877+491.8% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 1.61% | 61.37%-59.8pp | 64.87%-63.3pp | 551.28%-549.7pp |
| Employer contribution / active EE | $4,780 | $5,317-10.1% | $4,676+2.2% | $4,663+2.5% |
| Participant deferral / active EE | $333 | $6,466-94.8% | $5,629-94.1% | $6,691-95.0% |
| Admin fee / account holder | $208,847 | $19,316+981.2% | $15,914+1212.3% | $13,402+1458.3% |