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 | $337,098 | $88,778+279.7% | $81,844+311.9% | $145,884+131.1% |
| Participation rate | 8.3% | 75.1%-66.7pp | 72.4%-64.0pp | 80.3%-72.0pp |
| Annual return | 18.96% | 1033.03%-1014.1pp | 778.87%-759.9pp | 551.85%-532.9pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,271 | $4,648-72.7% | $4,323-70.6% | $6,690-81.0% |
| Admin fee / account holder | $1,517 | $8,430-82.0% | $7,355-79.4% | $13,392-88.7% |