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 | $390,584 | $111,814+249.3% | $103,378+277.8% | $145,978+167.6% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 14.92% | 24.80%-9.9pp | 24.91%-10.0pp | 550.52%-535.6pp |
| Employer contribution / active EE | $672 | $4,215-84.1% | $3,870-82.6% | $4,662-85.6% |
| Participant deferral / active EE | $8,050 | $5,618+43.3% | $5,058+59.2% | $6,690+20.3% |
| Admin fee / account holder | $2,962 | $9,764-69.7% | $8,401-64.7% | $13,400-77.9% |