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.
Participant 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 | $476,366 | $196,972+141.8% | $182,262+161.4% | $198,609+139.9% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 17.71% | 158.27%-140.6pp | 140.60%-122.9pp | 202.70%-185.0pp |
| Employer contribution / active EE | $1,475 | $5,364-72.5% | $5,046-70.8% | $5,055-70.8% |
| Participant deferral / active EE | $3,399 | $8,643-60.7% | $8,276-58.9% | $6,977-51.3% |
| Admin fee / account holder | $37,656 | $18,429+104.3% | $16,712+125.3% | $19,030+97.9% |