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.
Participant 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 | $266,950 | $72,471+268.4% | $94,215+183.3% | $86,983+206.9% |
| Participation rate | 40.0% | 63.9%-23.9pp | 70.0%-30.0pp | 69.5%-29.5pp |
| Annual return | 20.39% | 26.44%-6.0pp | 28.22%-7.8pp | 25.83%-5.4pp |
| Employer contribution / active EE | $432 | $1,936-77.7% | $2,675-83.9% | $2,584-83.3% |
| Participant deferral / active EE | $1,025 | $3,397-69.8% | $4,276-76.0% | $4,194-75.5% |
| Admin fee / account holder | $1,312 | $6,468-79.7% | $10,216-87.2% | $7,856-83.3% |