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.
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 | $319,568 | $160,040+99.7% | $147,096+117.3% | $145,877+119.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.13% | 98.49%-85.4pp | 419.75%-406.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $976 | $5,289-81.5% | $4,936-80.2% | $4,663-79.1% |
| Participant deferral / active EE | $5,598 | $8,429-33.6% | $8,071-30.6% | $6,691-16.3% |
| Admin fee / account holder | $6,375 | $15,050-57.6% | $13,005-51.0% | $13,402-52.4% |