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 | $369,205 | $166,242+122.1% | $165,071+123.7% | $145,884+153.1% |
| Participation rate | 47.1% | 82.0%-35.0pp | 78.6%-31.6pp | 80.3%-33.2pp |
| Annual return | 10.89% | 100.44%-89.6pp | 70.17%-59.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,116 | $6,964-55.3% | $6,035-48.4% | $6,690-53.4% |
| Admin fee / account holder | $52,799 | $16,658+217.0% | $12,695+315.9% | $13,392+294.3% |