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 | $310,532 | $177,595+74.9% | $148,496+109.1% | $198,609+56.4% |
| Participation rate | 47.1% | 79.3%-32.2pp | 76.0%-29.0pp | 82.4%-35.3pp |
| Annual return | 3.55% | 9.97%-6.4pp | 12.33%-8.8pp | 202.70%-199.1pp |
| Employer contribution / active EE | $1,584 | $4,098-61.3% | $3,497-54.7% | $5,055-68.7% |
| Participant deferral / active EE | $1,764 | $5,539-68.2% | $4,808-63.3% | $6,977-74.7% |
| Admin fee / account holder | $109,533 | $27,010+305.5% | $19,547+460.3% | $19,030+475.6% |