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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $367,687 | $172,111+113.6% | $150,298+144.6% | $137,256+167.9% |
| Participation rate | 16.7% | 81.7%-65.0pp | 77.8%-61.1pp | 80.0%-63.3pp |
| Annual return | 5.92% | 69.37%-63.5pp | 62.79%-56.9pp | 220.34%-214.4pp |
| Employer contribution / active EE | $800 | $4,636-82.7% | $4,154-80.7% | $4,156-80.8% |
| Participant deferral / active EE | $3,910 | $6,166-36.6% | $5,453-28.3% | $6,407-39.0% |
| Admin fee / account holder | $3,470 | $16,471-78.9% | $14,116-75.4% | $12,270-71.7% |