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.
Participant 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 | $666,728 | $138,076+382.9% | $123,553+439.6% | $135,380+392.5% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | 12.97% | 153.70%-140.7pp | 119.21%-106.2pp | 519.81%-506.8pp |
| Employer contribution / active EE | $13,829 | $5,152+168.4% | $4,628+198.8% | $4,779+189.4% |
| Participant deferral / active EE | $1,608 | $6,800-76.4% | $6,426-75.0% | $5,609-71.3% |
| Admin fee / account holder | $26,355 | $10,917+141.4% | $9,284+183.9% | $10,828+143.4% |