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 | $399,169 | $209,422+90.6% | $178,503+123.6% | $158,982+151.1% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 8.89% | 188.81%-179.9pp | 151.12%-142.2pp | 302.99%-294.1pp |
| Employer contribution / active EE | $692 | $5,707-87.9% | $5,011-86.2% | $4,763-85.5% |
| Participant deferral / active EE | $4,333 | $5,955-27.2% | $5,202-16.7% | $5,983-27.6% |
| Admin fee / account holder | $232,604 | $17,079+1261.9% | $13,987+1563.0% | $11,252+1967.3% |