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 | $177,156+231.5% | $147,027+299.5% | $154,746+279.6% |
| Participation rate | 15.4% | 79.4%-64.0pp | 73.7%-58.4pp | 80.7%-65.3pp |
| Annual return | 10.44% | 21.94%-11.5pp | 20.23%-9.8pp | 172.34%-161.9pp |
| Employer contribution / active EE | $8 | $4,336-99.8% | $3,626-99.8% | $4,379-99.8% |
| Participant deferral / active EE | $1,642 | $5,797-71.7% | $4,933-66.7% | $6,730-75.6% |
| Admin fee / account holder | $1,349 | $14,904-90.9% | $12,223-89.0% | $14,365-90.6% |