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.)
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 | $256,109 | $106,864+139.7% | $147,318+73.8% | $82,637+209.9% |
| Participation rate | 48.1% | 75.5%-27.4pp | 82.1%-33.9pp | 68.1%-19.9pp |
| Annual return | 9.86% | 27.49%-17.6pp | 70.43%-60.6pp | 53.51%-43.6pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,899 | $6,496-70.8% | $7,906-76.0% | $4,126-54.0% |
| Admin fee / account holder | $5,702 | $8,415-32.2% | $13,708-58.4% | $7,339-22.3% |