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 | $379,573 | $138,102+174.8% | $125,381+202.7% | $134,532+182.1% |
| Participation rate | 22.2% | 84.5%-62.3pp | 82.4%-60.2pp | 81.2%-59.0pp |
| Annual return | -26.70% | 750.73%-777.4pp | 572.31%-599.0pp | 418.27%-445.0pp |
| Employer contribution / active EE | $295 | $5,245-94.4% | $4,815-93.9% | $4,741-93.8% |
| Participant deferral / active EE | $6,000 | $7,801-23.1% | $7,448-19.4% | $6,401-6.3% |
| Admin fee / account holder | $25,106 | $11,568+117.0% | $10,007+150.9% | $11,429+119.7% |