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 | $262,047 | $86,938+201.4% | $102,423+155.8% | $80,925+223.8% |
| Participation rate | 40.7% | 72.4%-31.6pp | 76.5%-35.8pp | 67.7%-26.9pp |
| Annual return | 14.65% | 18.89%-4.2pp | 29.42%-14.8pp | 35.65%-21.0pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,445 | $4,120+32.1% | $5,054+7.7% | $4,299+26.7% |
| Admin fee / account holder | $29,915 | $8,053+271.5% | $9,455+216.4% | $6,940+331.0% |