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 | $486,769 | $111,814+335.3% | $103,374+370.9% | $145,959+233.5% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 10.91% | 24.77%-13.9pp | 24.89%-14.0pp | 561.95%-551.0pp |
| Employer contribution / active EE | $399 | $4,214-90.5% | $3,869-89.7% | $4,661-91.4% |
| Participant deferral / active EE | $4,875 | $5,618-13.2% | $5,058-3.6% | $6,689-27.1% |
| Admin fee / account holder | $380 | $9,754-96.1% | $8,394-95.5% | $13,398-97.2% |