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 | $80,332+239.5% | $107,187+154.5% | $64,097+325.5% |
| Participation rate | 37.9% | 54.4%-16.5pp | 75.0%-37.1pp | 55.2%-17.3pp |
| Annual return | 14.01% | 24.26%-10.2pp | 204.55%-190.5pp | 34.64%-20.6pp |
| Employer contribution / active EE | $183 | $2,501-92.7% | $3,782-95.2% | $1,891-90.3% |
| Participant deferral / active EE | $1,718 | $3,109-44.7% | $5,096-66.3% | $3,080-44.2% |
| Admin fee / account holder | $20,164 | $4,314+367.4% | $9,162+120.1% | $3,454+483.7% |