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.
Participant 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 | $317,844 | $166,089+91.4% | $164,928+92.7% | $145,978+117.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 14.01% | 100.26%-86.2pp | 70.08%-56.1pp | 550.52%-536.5pp |
| Employer contribution / active EE | $6,413 | $5,276+21.5% | $4,343+47.7% | $4,662+37.6% |
| Participant deferral / active EE | $1,316 | $6,961-81.1% | $6,034-78.2% | $6,690-80.3% |
| Admin fee / account holder | $58,772 | $16,641+253.2% | $12,684+363.3% | $13,400+338.6% |