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 | $333,243 | $106,524+212.8% | $152,301+118.8% | $87,485+280.9% |
| Participation rate | 57.1% | 75.8%-18.6pp | 82.4%-25.3pp | 68.9%-11.8pp |
| Annual return | 14.75% | 26.89%-12.1pp | 80.50%-65.7pp | 26.06%-11.3pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,620 | $6,525+1.5% | $8,004-17.3% | $4,274+54.9% |
| Admin fee / account holder | $9,403 | $8,287+13.5% | $14,398-34.7% | $7,775+20.9% |