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 | $328,303 | $154,228+112.9% | $145,433+125.7% | $137,256+139.2% |
| Participation rate | 57.9% | 83.8%-25.9pp | 82.1%-24.2pp | 80.0%-22.1pp |
| Annual return | 11.60% | 74.59%-63.0pp | 66.58%-55.0pp | 220.34%-208.7pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,088 | $8,216-25.9% | $7,897-22.9% | $6,407-5.0% |
| Admin fee / account holder | $102,113 | $14,344+611.9% | $13,129+677.8% | $12,270+732.2% |