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 | $274,788 | $201,370+36.5% | $184,256+49.1% | $145,897+88.3% |
| Participation rate | 60.9% | 87.5%-26.6pp | 86.8%-26.0pp | 80.3%-19.4pp |
| Annual return | 13.76% | 29.05%-15.3pp | 28.85%-15.1pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,303 | $7,024-81.4% | $6,427-79.7% | $4,663-72.0% |
| Participant deferral / active EE | $5,456 | $9,808-44.4% | $9,133-40.3% | $6,689-18.4% |
| Admin fee / account holder | $20,759 | $16,364+26.9% | $13,899+49.4% | $13,390+55.0% |