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 | $818,282 | $138,076+492.6% | $123,553+562.3% | $135,380+504.4% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -10.24% | 153.70%-163.9pp | 119.21%-129.4pp | 519.81%-530.0pp |
| Employer contribution / active EE | $480 | $5,152-90.7% | $4,628-89.6% | $4,779-90.0% |
| Participant deferral / active EE | $3,333 | $6,800-51.0% | $6,426-48.1% | $5,609-40.6% |
| Admin fee / account holder | $18,715 | $10,917+71.4% | $9,284+101.6% | $10,828+72.8% |