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 | $262,686 | $134,817+94.8% | $123,973+111.9% | $155,188+69.3% |
| Participation rate | 52.2% | 79.4%-27.2pp | 76.7%-24.5pp | 80.8%-28.6pp |
| Annual return | 13.20% | 515.49%-502.3pp | 388.13%-374.9pp | 148.84%-135.6pp |
| Employer contribution / active EE | $695 | $4,425-84.3% | $4,126-83.2% | $4,248-83.6% |
| Participant deferral / active EE | $6,373 | $5,706+11.7% | $5,247+21.5% | $6,531-2.4% |
| Admin fee / account holder | $35,243 | $13,245+166.1% | $11,799+198.7% | $14,480+143.4% |