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 | $346,279 | $192,737+79.7% | $142,460+143.1% | $139,456+148.3% |
| Participation rate | 40.0% | 81.5%-41.5pp | 76.8%-36.8pp | 80.3%-40.3pp |
| Annual return | 13.36% | 17.99%-4.6pp | 19.99%-6.6pp | 373.45%-360.1pp |
| Employer contribution / active EE | $712 | $5,806-87.7% | $4,847-85.3% | $4,753-85.0% |
| Participant deferral / active EE | $4,992 | $7,208-30.7% | $6,283-20.6% | $6,711-25.6% |
| Admin fee / account holder | $4,762 | $15,125-68.5% | $10,011-52.4% | $11,407-58.3% |