Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $471,138 | $107,733+337.3% | $92,985+406.7% | $154,746+204.5% |
| Participation rate | 16.7% | 74.6%-57.9pp | 69.5%-52.8pp | 80.7%-64.0pp |
| Annual return | 18.47% | 30.39%-11.9pp | 27.99%-9.5pp | 172.34%-153.9pp |
| Employer contribution / active EE | $206 | $3,126-93.4% | $2,662-92.3% | $4,379-95.3% |
| Participant deferral / active EE | $3,727 | $5,053-26.2% | $4,377-14.9% | $6,730-44.6% |
| Admin fee / account holder | $44,984 | $11,369+295.7% | $9,463+375.4% | $14,365+213.1% |