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 | $280,123 | $100,194+179.6% | $122,979+127.8% | $86,983+222.0% |
| Participation rate | 45.5% | 73.0%-27.5pp | 77.2%-31.7pp | 69.5%-24.1pp |
| Annual return | 15.15% | 16.47%-1.3pp | 20.12%-5.0pp | 25.83%-10.7pp |
| Employer contribution / active EE | $1,222 | $2,326-47.5% | $3,062-60.1% | $2,584-52.7% |
| Participant deferral / active EE | $1,776 | $4,133-57.0% | $5,003-64.5% | $4,194-57.6% |
| Admin fee / account holder | $4,989 | $10,148-50.8% | $12,864-61.2% | $7,856-36.5% |