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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,489 | $183,516+65.9% | $155,534+95.8% | $145,884+108.7% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 13.98% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.9pp |
| Employer contribution / active EE | $744 | $5,315-86.0% | $4,675-84.1% | $4,662-84.0% |
| Participant deferral / active EE | $7,638 | $6,467+18.1% | $5,630+35.7% | $6,690+14.2% |
| Admin fee / account holder | $147,010 | $19,293+662.0% | $15,900+824.6% | $13,392+997.8% |