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 | $267,486 | $148,629+80.0% | $135,982+96.7% | $139,487+91.8% |
| Participation rate | 54.2% | 83.9%-29.7pp | 81.9%-27.8pp | 80.3%-26.2pp |
| Annual return | 14.07% | 79.33%-65.3pp | 68.32%-54.3pp | 373.84%-359.8pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,708 | $8,102-4.9% | $7,760-0.7% | $6,713+14.8% |
| Admin fee / account holder | $1,390 | $12,406-88.8% | $10,767-87.1% | $11,407-87.8% |