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 | $401,177 | $97,125+313.1% | $86,233+365.2% | $137,256+192.3% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 14.64% | 74.19%-59.5pp | 61.39%-46.7pp | 220.34%-205.7pp |
| Employer contribution / active EE | $36 | $2,841-98.7% | $2,504-98.5% | $4,156-99.1% |
| Participant deferral / active EE | $21,971 | $5,180+324.2% | $4,559+381.9% | $6,407+242.9% |
| Admin fee / account holder | $5,476 | $9,725-43.7% | $8,342-34.4% | $12,270-55.4% |