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 | $297,853 | $98,776+201.5% | $149,745+98.9% | $79,856+273.0% |
| Participation rate | 68.8% | 75.8%-7.0pp | 82.5%-13.7pp | 69.6%-0.9pp |
| Annual return | 15.28% | 27.38%-12.1pp | 276.72%-261.4pp | 31.71%-16.4pp |
| Employer contribution / active EE | $414 | $3,217-87.1% | $4,646-91.1% | $2,471-83.3% |
| Participant deferral / active EE | $6,614 | $5,681+16.4% | $6,843-3.3% | $3,741+76.8% |
| Admin fee / account holder | $1,582 | $6,053-73.9% | $9,312-83.0% | $5,306-70.2% |