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 | $283,421 | $225,673+25.6% | $203,872+39.0% | $155,188+82.6% |
| Participation rate | 45.5% | 80.3%-34.9pp | 77.8%-32.3pp | 80.8%-35.3pp |
| Annual return | 14.18% | 95.91%-81.7pp | 85.11%-70.9pp | 148.84%-134.7pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,584 | $6,893-19.0% | $6,388-12.6% | $6,531-14.5% |
| Admin fee / account holder | $83,489 | $12,327+577.3% | $11,730+611.7% | $14,480+476.6% |