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 | $272,746 | $83,843+225.3% | $123,973+120.0% | $65,306+317.6% |
| Participation rate | 37.9% | 56.0%-18.1pp | 76.7%-38.8pp | 57.7%-19.8pp |
| Annual return | 14.01% | 19.87%-5.9pp | 388.13%-374.1pp | 21.94%-7.9pp |
| Employer contribution / active EE | $183 | $2,873-93.6% | $4,126-95.6% | $1,967-90.7% |
| Participant deferral / active EE | $1,718 | $2,997-42.7% | $5,247-67.2% | $2,959-41.9% |
| Admin fee / account holder | $20,164 | $4,735+325.8% | $11,799+70.9% | $3,480+479.4% |