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 | $369,771 | $90,614+308.1% | $76,089+386.0% | $145,877+153.5% |
| Participation rate | 22.2% | 74.5%-52.3pp | 69.1%-46.9pp | 80.3%-58.1pp |
| Annual return | 12.64% | 623.80%-611.2pp | 360.94%-348.3pp | 551.28%-538.6pp |
| Employer contribution / active EE | $498 | $3,324-85.0% | $2,690-81.5% | $4,663-89.3% |
| Participant deferral / active EE | $1,592 | $5,168-69.2% | $4,259-62.6% | $6,691-76.2% |
| Admin fee / account holder | $91,065 | $8,376+987.2% | $6,418+1318.9% | $13,402+579.5% |