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 | $269,715 | $282,059-4.4% | $213,469+26.3% | $154,746+74.3% |
| Participation rate | 55.6% | 82.7%-27.1pp | 77.1%-21.6pp | 80.7%-25.1pp |
| Annual return | 16.45% | 20.90%-4.5pp | 20.58%-4.1pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,291 | $6,189-79.1% | $4,994-74.1% | $4,379-70.5% |
| Participant deferral / active EE | $5,741 | $8,186-29.9% | $6,841-16.1% | $6,730-14.7% |
| Admin fee / account holder | $21,634 | $37,435-42.2% | $27,141-20.3% | $14,365+50.6% |