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 | $672,395 | $210,698+219.1% | $178,014+277.7% | $145,959+360.7% |
| Participation rate | 42.9% | 80.8%-37.9pp | 77.1%-34.2pp | 80.3%-37.4pp |
| Annual return | 7.75% | 386.27%-378.5pp | 294.80%-287.1pp | 561.95%-554.2pp |
| Employer contribution / active EE | $180 | $4,567-96.1% | $3,950-95.4% | $4,661-96.1% |
| Participant deferral / active EE | $2,298 | $6,958-67.0% | $6,276-63.4% | $6,689-65.6% |
| Admin fee / account holder | $475 | $12,016-96.0% | $10,362-95.4% | $13,398-96.5% |