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 | $311,572 | $81,276+283.4% | $155,574+100.3% | $80,925+285.0% |
| Participation rate | 13.5% | 66.2%-52.7pp | 78.2%-64.7pp | 67.7%-54.1pp |
| Annual return | 11.40% | 33.36%-22.0pp | 64.87%-53.5pp | 35.65%-24.2pp |
| Employer contribution / active EE | $259 | $3,103-91.7% | $4,676-94.5% | $2,756-90.6% |
| Participant deferral / active EE | $937 | $3,453-72.9% | $5,629-83.3% | $4,299-78.2% |
| Admin fee / account holder | $13,676 | $7,993+71.1% | $15,914-14.1% | $6,940+97.1% |