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 | $587,349 | $161,352+264.0% | $134,172+337.8% | $137,256+327.9% |
| Participation rate | 15.4% | 78.3%-62.9pp | 72.5%-57.1pp | 80.0%-64.6pp |
| Annual return | 10.44% | 28.72%-18.3pp | 25.30%-14.9pp | 220.34%-209.9pp |
| Employer contribution / active EE | $8 | $4,099-99.8% | $3,420-99.8% | $4,156-99.8% |
| Participant deferral / active EE | $1,642 | $5,552-70.4% | $4,690-65.0% | $6,407-74.4% |
| Admin fee / account holder | $1,349 | $15,028-91.0% | $12,016-88.8% | $12,270-89.0% |