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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,215 | $118,877+116.4% | $96,570+166.4% | $167,536+53.5% |
| Participation rate | 10.5% | 75.5%-65.0pp | 69.8%-59.3pp | 82.1%-71.6pp |
| Annual return | 4.64% | 50.50%-45.9pp | 37.79%-33.2pp | 478.82%-474.2pp |
| Employer contribution / active EE | $186 | $3,121-94.1% | $2,357-92.1% | $4,839-96.2% |
| Participant deferral / active EE | $1,813 | $4,617-60.7% | $3,849-52.9% | $6,342-71.4% |
| Admin fee / account holder | $45,559 | $8,069+464.6% | $6,182+636.9% | $12,315+270.0% |