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 | $341,603 | $209,428+63.1% | $178,498+91.4% | $158,950+114.9% |
| Participation rate | 53.8% | 86.4%-32.5pp | 81.9%-28.1pp | 82.0%-28.1pp |
| Annual return | 20.76% | 188.78%-168.0pp | 151.09%-130.3pp | 302.91%-282.1pp |
| Employer contribution / active EE | $492 | $5,707-91.4% | $5,011-90.2% | $4,762-89.7% |
| Participant deferral / active EE | $11,000 | $5,955+84.7% | $5,202+111.5% | $5,983+83.9% |
| Admin fee / account holder | $1,144 | $17,077-93.3% | $13,985-91.8% | $11,248-89.8% |