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 | $323,309 | $58,493+452.7% | $84,023+284.8% | $72,976+343.0% |
| Participation rate | 63.3% | 61.2%+2.1pp | 69.0%-5.7pp | 69.5%-6.2pp |
| Annual return | 25.37% | 28.93%-3.6pp | 71.32%-46.0pp | 81.02%-55.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,853 | $2,394+102.7% | $3,239+49.8% | $3,608+34.5% |
| Admin fee / account holder | $4,354 | $4,569-4.7% | $6,102-28.7% | $5,124-15.0% |