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 | $261,033 | $59,813+336.4% | $79,580+228.0% | $68,486+281.2% |
| Participation rate | 11.5% | 61.1%-49.5pp | 69.5%-57.9pp | 67.9%-56.4pp |
| Annual return | -12.94% | -12.30%-0.6pp | 0.15%-13.1pp | -7.85%-5.1pp |
| Employer contribution / active EE | $332 | $1,505-77.9% | $2,413-86.2% | $2,597-87.2% |
| Participant deferral / active EE | $1,207 | $3,024-60.1% | $3,985-69.7% | $4,028-70.0% |
| Admin fee / account holder | $1,989 | $4,835-58.9% | $6,835-70.9% | $5,404-63.2% |