Sign up free to preview peer percentile detail
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 | $457,377 | $227,291+101.2% | $214,702+113.0% | $155,188+194.7% |
| Participation rate | 20.0% | 88.0%-68.0pp | 87.5%-67.5pp | 80.8%-60.8pp |
| Annual return | 18.60% | 60.08%-41.5pp | 54.55%-36.0pp | 148.84%-130.2pp |
| Employer contribution / active EE | $897 | $6,772-86.8% | $6,461-86.1% | $4,248-78.9% |
| Participant deferral / active EE | $7,256 | $9,582-24.3% | $9,147-20.7% | $6,531+11.1% |
| Admin fee / account holder | $2,253 | $20,413-89.0% | $19,830-88.6% | $14,480-84.4% |