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 | $250,742 | $112,131+123.6% | $95,964+161.3% | $158,982+57.7% |
| Participation rate | 20.0% | 79.0%-59.0pp | 77.1%-57.1pp | 82.0%-62.0pp |
| Annual return | -4.14% | 171.19%-175.3pp | 91.64%-95.8pp | 302.99%-307.1pp |
| Employer contribution / active EE | $620 | $3,199-80.6% | $2,541-75.6% | $4,763-87.0% |
| Participant deferral / active EE | $2,340 | $4,784-51.1% | $4,167-43.8% | $5,983-60.9% |
| Admin fee / account holder | $1,156 | $10,136-88.6% | $6,797-83.0% | $11,252-89.7% |