Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $637,534 | $166,242+283.5% | $165,071+286.2% | $145,884+337.0% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 5.26% | 100.44%-95.2pp | 70.17%-64.9pp | 551.85%-546.6pp |
| Employer contribution / active EE | $27,750 | $5,283+425.3% | $4,347+538.3% | $4,662+495.2% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,882 | $16,658-70.7% | $12,695-61.5% | $13,392-63.5% |