Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $722,517 | $102,393+605.6% | $147,041+391.4% | $80,911+793.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 82.2%-82.2pp | 67.6%-67.6pp |
| Annual return | 10.53% | 134.95%-124.4pp | 419.21%-408.7pp | 35.63%-25.1pp |
| Employer contribution / active EE | $1,129 | $3,715-69.6% | $4,935-77.1% | $2,756-59.0% |
| Participant deferral / active EE | $2,251 | $6,647-66.1% | $8,071-72.1% | $4,297-47.6% |
| Admin fee / account holder | $8,194 | $7,943+3.2% | $13,006-37.0% | $6,935+18.2% |