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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $356,332 | $94,436+277.3% | $115,599+208.2% | $82,637+331.2% |
| Participation rate | 57.1% | 70.4%-13.3pp | 74.3%-17.1pp | 68.1%-10.9pp |
| Annual return | 12.94% | 18.37%-5.4pp | 111.10%-98.2pp | 53.51%-40.6pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,144 | $3,955+80.6% | $4,889+46.1% | $4,126+73.1% |
| Admin fee / account holder | $32,344 | $10,328+213.2% | $12,841+151.9% | $7,339+340.7% |