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 | $352,917 | $97,648+261.4% | $121,663+190.1% | $87,485+303.4% |
| Participation rate | 40.0% | 70.5%-30.5pp | 74.5%-34.5pp | 68.9%-28.9pp |
| Annual return | 18.70% | 18.03%+0.7pp | 147.54%-128.8pp | 26.06%-7.4pp |
| Employer contribution / active EE | $476 | $2,300-79.3% | $3,020-84.2% | $2,596-81.7% |
| Participant deferral / active EE | $2,539 | $3,923-35.3% | $4,887-48.1% | $4,274-40.6% |
| Admin fee / account holder | $8,293 | $11,100-25.3% | $14,289-42.0% | $7,775+6.7% |