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 | $377,248 | $165,361+128.1% | $149,715+152.0% | $158,950+137.3% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 0.60% | 348.24%-347.6pp | 276.66%-276.1pp | 302.91%-302.3pp |
| Employer contribution / active EE | $304 | $5,103-94.0% | $4,645-93.4% | $4,762-93.6% |
| Participant deferral / active EE | $2,375 | $7,182-66.9% | $6,842-65.3% | $5,983-60.3% |
| Admin fee / account holder | $143,183 | $10,808+1224.8% | $9,310+1438.0% | $11,248+1172.9% |