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 | $332,865 | $54,380+512.1% | $68,509+385.9% | $59,633+458.2% |
| Participation rate | 48.3% | 70.2%-21.9pp | 74.7%-26.5pp | 68.7%-20.4pp |
| Annual return | -1.42% | 2.83%-4.2pp | 8.27%-9.7pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $10,638 | $2,643+302.5% | $3,382+214.5% | $3,192+233.3% |
| Admin fee / account holder | $8,941 | $3,885+130.1% | $5,275+69.5% | $4,297+108.1% |