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 | $286,819 | $160,070+79.2% | $147,117+95.0% | $145,897+96.6% |
| Participation rate | 56.5% | 84.0%-27.5pp | 82.2%-25.7pp | 80.3%-23.8pp |
| Annual return | 7.71% | 98.69%-91.0pp | 420.54%-412.8pp | 552.29%-544.6pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,482 | $8,419+12.6% | $8,065+17.6% | $6,689+41.8% |
| Admin fee / account holder | $36,806 | $15,035+144.8% | $12,993+183.3% | $13,390+174.9% |