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 | $567,050 | $90,530+526.4% | $76,030+645.8% | $145,897+288.7% |
| Participation rate | 20.0% | 74.4%-54.4pp | 69.1%-49.1pp | 80.3%-60.3pp |
| Annual return | 23.65% | 625.08%-601.4pp | 361.54%-337.9pp | 552.29%-528.6pp |
| Employer contribution / active EE | $296 | $3,319-91.1% | $2,688-89.0% | $4,663-93.7% |
| Participant deferral / active EE | $6,100 | $5,164+18.1% | $4,257+43.3% | $6,689-8.8% |
| Admin fee / account holder | $2,936 | $8,383-65.0% | $6,421-54.3% | $13,390-78.1% |