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 | $286,410 | $49,897+474.0% | $80,648+255.1% | $75,177+281.0% |
| Participation rate | 6.7% | 55.3%-48.7pp | 67.0%-60.3pp | 67.2%-60.5pp |
| Annual return | 3.21% | 34.68%-31.5pp | 937.21%-934.0pp | 160.75%-157.5pp |
| Employer contribution / active EE | $187 | $1,699-89.0% | $2,724-93.2% | $2,671-93.0% |
| Participant deferral / active EE | $1,960 | $2,992-34.5% | $4,443-55.9% | $4,126-52.5% |
| Admin fee / account holder | $2,553 | $3,579-28.7% | $5,382-52.6% | $5,651-54.8% |