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 | $310,588 | $102,595+202.7% | $94,057+230.2% | $154,746+100.7% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 10.59% | 583.42%-572.8pp | 480.62%-470.0pp | 172.34%-161.7pp |
| Employer contribution / active EE | $143 | $3,147-95.5% | $2,933-95.1% | $4,379-96.7% |
| Participant deferral / active EE | $2,651 | $5,118-48.2% | $4,709-43.7% | $6,730-60.6% |
| Admin fee / account holder | $81,694 | $7,736+956.0% | $7,244+1027.7% | $14,365+468.7% |