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 | $255,920 | $77,164+231.7% | $178,014+43.8% | $80,874+216.4% |
| Participation rate | 56.0% | 65.7%-9.7pp | 77.1%-21.1pp | 67.6%-11.6pp |
| Annual return | 15.11% | 18.09%-3.0pp | 294.80%-279.7pp | 35.62%-20.5pp |
| Employer contribution / active EE | $483 | $2,288-78.9% | $3,950-87.8% | $2,756-82.5% |
| Participant deferral / active EE | $6,151 | $4,408+39.6% | $6,276-2.0% | $4,297+43.2% |
| Admin fee / account holder | $33,225 | $7,164+363.8% | $10,362+220.7% | $6,935+379.1% |