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 | $562,321 | $190,879+194.6% | $160,009+251.4% | $134,532+318.0% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.0%-35.1pp | 81.2%-38.4pp |
| Annual return | -6.70% | 552.63%-559.3pp | 408.85%-415.5pp | 418.27%-425.0pp |
| Employer contribution / active EE | $178 | $4,995-96.4% | $4,225-95.8% | $4,741-96.2% |
| Participant deferral / active EE | $2,415 | $6,924-65.1% | $6,183-60.9% | $6,401-62.3% |
| Admin fee / account holder | $331 | $10,495-96.8% | $8,715-96.2% | $11,429-97.1% |