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 | $432,739 | $85,024+409.0% | $70,544+513.4% | $139,466+210.3% |
| Participation rate | 20.0% | 73.9%-53.9pp | 68.4%-48.4pp | 80.3%-60.3pp |
| Annual return | 28.00% | 30.39%-2.4pp | 32.79%-4.8pp | 373.66%-345.7pp |
| Employer contribution / active EE | $296 | $3,912-92.4% | $2,976-90.1% | $4,754-93.8% |
| Participant deferral / active EE | $6,000 | $5,891+1.8% | $4,568+31.3% | $6,712-10.6% |
| Admin fee / account holder | $2,345 | $8,928-73.7% | $6,427-63.5% | $11,409-79.4% |