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 | $320,517 | $175,259+82.9% | $149,723+114.1% | $139,487+129.8% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 12.73% | 166.82%-154.1pp | 134.50%-121.8pp | 373.84%-361.1pp |
| Employer contribution / active EE | $617 | $5,478-88.7% | $4,821-87.2% | $4,755-87.0% |
| Participant deferral / active EE | $4,300 | $6,522-34.1% | $5,682-24.3% | $6,713-35.9% |
| Admin fee / account holder | $2,819 | $16,158-82.6% | $13,215-78.7% | $11,407-75.3% |