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 | $533,987 | $102,382+421.6% | $147,005+263.2% | $80,874+560.3% |
| Participation rate | 46.2% | 75.8%-29.7pp | 82.2%-36.0pp | 67.6%-21.5pp |
| Annual return | 12.47% | 134.89%-122.4pp | 418.76%-406.3pp | 35.62%-23.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,515 | $6,646-32.1% | $8,070-44.1% | $4,297+5.1% |
| Admin fee / account holder | $10,907 | $7,942+37.3% | $13,006-16.1% | $6,935+57.3% |