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.
Participant 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 | $269,101 | $197,819+36.0% | $155,789+72.7% | $125,393+114.6% |
| Participation rate | 42.9% | 82.1%-39.2pp | 76.1%-33.2pp | 83.2%-40.3pp |
| Annual return | -2.57% | 86.73%-89.3pp | 71.54%-74.1pp | 282.23%-284.8pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $295 | $5,631-94.8% | $4,798-93.8% | $5,351-94.5% |
| Admin fee / account holder | $1,393 | $9,544-85.4% | $7,477-81.4% | $9,541-85.4% |