Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.)
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 | $392,087 | $160,040+145.0% | $147,096+166.6% | $145,877+168.8% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 8.79% | 98.49%-89.7pp | 419.75%-411.0pp | 551.28%-542.5pp |
| Employer contribution / active EE | $1,007 | $5,289-81.0% | $4,936-79.6% | $4,663-78.4% |
| Participant deferral / active EE | $4,722 | $8,429-44.0% | $8,071-41.5% | $6,691-29.4% |
| Admin fee / account holder | $16,034 | $15,050+6.5% | $13,005+23.3% | $13,402+19.6% |