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 | $269,235 | $202,342+33.1% | $172,753+55.9% | $152,909+76.1% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 15.65% | 1029.88%-1014.2pp | 803.00%-787.4pp | 345.46%-329.8pp |
| Employer contribution / active EE | $1,200 | $5,857-79.5% | $5,144-76.7% | $4,764-74.8% |
| Participant deferral / active EE | $3,800 | $5,948-36.1% | $5,198-26.9% | $5,851-35.1% |
| Admin fee / account holder | $4,478 | $17,112-73.8% | $13,956-67.9% | $11,601-61.4% |