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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $315,060 | $172,111+83.1% | $150,298+109.6% | $137,256+129.5% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 4.73% | 69.37%-64.6pp | 62.79%-58.1pp | 220.34%-215.6pp |
| Employer contribution / active EE | $853 | $4,636-81.6% | $4,154-79.5% | $4,156-79.5% |
| Participant deferral / active EE | $1,100 | $6,166-82.2% | $5,453-79.8% | $6,407-82.8% |
| Admin fee / account holder | $324,732 | $16,471+1871.5% | $14,116+2200.5% | $12,270+2546.5% |