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 | $320,013 | $174,379+83.5% | $152,093+110.4% | $138,895+130.4% |
| Participation rate | 42.9% | 81.6%-38.8pp | 77.8%-34.9pp | 79.9%-37.1pp |
| Annual return | 19.89% | 74.86%-55.0pp | 66.36%-46.5pp | 145.39%-125.5pp |
| Employer contribution / active EE | $795 | $4,652-82.9% | $4,175-81.0% | $4,194-81.0% |
| Participant deferral / active EE | $8,895 | $6,159+44.4% | $5,451+63.2% | $6,396+39.1% |
| Admin fee / account holder | $4,067 | $16,880-75.9% | $14,497-71.9% | $12,562-67.6% |