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.
Participant 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 | $532,695 | $165,399+222.1% | $149,745+255.7% | $158,982+235.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 8.85% | 348.34%-339.5pp | 276.72%-267.9pp | 302.99%-294.1pp |
| Employer contribution / active EE | $1,104 | $5,105-78.4% | $4,646-76.2% | $4,763-76.8% |
| Participant deferral / active EE | $1,539 | $7,183-78.6% | $6,843-77.5% | $5,983-74.3% |
| Admin fee / account holder | $225,418 | $10,811+1985.1% | $9,312+2320.8% | $11,252+1903.4% |