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.)
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 | $296,687 | $202,342+46.6% | $172,752+71.7% | $152,897+94.0% |
| Participation rate | 16.7% | 87.1%-70.4pp | 82.6%-66.0pp | 82.5%-65.8pp |
| Annual return | 8.88% | 1029.83%-1020.9pp | 802.97%-794.1pp | 345.43%-336.5pp |
| Employer contribution / active EE | $828 | $5,858-85.9% | $5,144-83.9% | $4,764-82.6% |
| Participant deferral / active EE | $2,417 | $5,948-59.4% | $5,198-53.5% | $5,851-58.7% |
| Admin fee / account holder | $1,795 | $17,111-89.5% | $13,955-87.1% | $11,599-84.5% |