Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $851,544 | $154,228+452.1% | $145,433+485.5% | $137,256+520.4% |
| Participation rate | 28.6% | 83.8%-55.2pp | 82.1%-53.5pp | 80.0%-51.4pp |
| Annual return | 19.89% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $839 | $4,804-82.5% | $4,554-81.6% | $4,156-79.8% |
| Participant deferral / active EE | $7,586 | $8,216-7.7% | $7,897-3.9% | $6,407+18.4% |
| Admin fee / account holder | $4,521 | $14,344-68.5% | $13,129-65.6% | $12,270-63.2% |