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 | $319,721 | $58,627+445.3% | $76,735+316.7% | $82,448+287.8% |
| Participation rate | 20.7% | 63.2%-42.5pp | 69.5%-48.8pp | 68.1%-47.4pp |
| Annual return | 16.00% | 39.10%-23.1pp | 29.77%-13.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $278 | $3,134-91.1% | $4,088-93.2% | $4,139-93.3% |
| Admin fee / account holder | $1,810 | $5,323-66.0% | $7,189-74.8% | $7,234-75.0% |