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 | $259,106 | $110,379+134.7% | $102,412+153.0% | $145,884+77.6% |
| Participation rate | 47.1% | 77.9%-30.9pp | 74.5%-27.4pp | 80.3%-33.2pp |
| Annual return | 9.77% | 24.84%-15.1pp | 24.94%-15.2pp | 551.85%-542.1pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,301 | $5,622-76.8% | $5,060-74.3% | $6,690-80.5% |
| Admin fee / account holder | $9,205 | $9,745-5.5% | $8,388+9.7% | $13,392-31.3% |