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 | $405,520 | $227,399+78.3% | $189,758+113.7% | $198,609+104.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 18.30% | 61.03%-42.7pp | 52.62%-34.3pp | 202.70%-184.4pp |
| Employer contribution / active EE | $1,365 | $5,526-75.3% | $4,767-71.4% | $5,055-73.0% |
| Participant deferral / active EE | $7,154 | $6,837+4.6% | $5,856+22.2% | $6,977+2.5% |
| Admin fee / account holder | $1,772 | $25,162-93.0% | $20,388-91.3% | $19,030-90.7% |