Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $327,278 | $134,817+142.8% | $123,973+164.0% | $155,188+110.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 10.71% | 515.49%-504.8pp | 388.13%-377.4pp | 148.84%-138.1pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $17,375 | $5,706+204.5% | $5,247+231.1% | $6,531+166.0% |
| Admin fee / account holder | $4,226 | $13,245-68.1% | $11,799-64.2% | $14,480-70.8% |