Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $266,812 | $100,262+166.1% | $81,370+227.9% | $145,897+82.9% |
| Participation rate | 33.3% | 74.3%-40.9pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 12.91% | 34.52%-21.6pp | 24.85%-11.9pp | 552.29%-539.4pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,735 | $4,612+89.4% | $3,885+124.8% | $6,689+30.6% |
| Admin fee / account holder | $570 | $8,163-93.0% | $5,749-90.1% | $13,390-95.7% |