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 | $420,175 | $112,729+272.7% | $98,716+325.6% | $137,256+206.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 19.41% | 38.48%-19.1pp | 31.81%-12.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $622 | $2,725-77.2% | $2,279-72.7% | $4,156-85.0% |
| Participant deferral / active EE | $868 | $4,640-81.3% | $4,048-78.5% | $6,407-86.4% |
| Admin fee / account holder | $42,781 | $10,129+322.4% | $8,703+391.6% | $12,270+248.7% |