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 | $284,643 | $110,379+157.9% | $102,412+177.9% | $145,884+95.1% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 19.41% | 24.84%-5.4pp | 24.94%-5.5pp | 551.85%-532.4pp |
| Employer contribution / active EE | $394 | $4,216-90.7% | $3,870-89.8% | $4,662-91.6% |
| Participant deferral / active EE | $1,540 | $5,622-72.6% | $5,060-69.6% | $6,690-77.0% |
| Admin fee / account holder | $36,446 | $9,745+274.0% | $8,388+334.5% | $13,392+172.2% |