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 | $978,084 | $199,109+391.2% | $173,730+463.0% | $154,746+532.1% |
| Participation rate | 58.3% | 82.8%-24.5pp | 79.6%-21.2pp | 80.7%-22.4pp |
| Annual return | 11.39% | 20.02%-8.6pp | 19.96%-8.6pp | 172.34%-160.9pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $767 | $7,113-89.2% | $6,326-87.9% | $6,730-88.6% |
| Admin fee / account holder | $167,025 | $20,916+698.6% | $17,523+853.2% | $14,365+1062.7% |