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 | $270,066 | $80,992+233.4% | $96,534+179.8% | $75,173+259.3% |
| Participation rate | 54.5% | 71.8%-17.2pp | 76.0%-21.4pp | 67.2%-12.7pp |
| Annual return | 19.04% | 27.05%-8.0pp | 25.88%-6.8pp | 160.72%-141.7pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,545 | $3,929+168.4% | $4,851+117.4% | $4,126+155.6% |
| Admin fee / account holder | $78,267 | $6,717+1065.2% | $8,253+848.3% | $5,651+1285.1% |