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 | $401,802 | $136,860+193.6% | $120,344+233.9% | $154,746+159.7% |
| Participation rate | 25.0% | 79.9%-54.9pp | 76.7%-51.7pp | 80.7%-55.7pp |
| Annual return | 14.27% | 21.38%-7.1pp | 20.30%-6.0pp | 172.34%-158.1pp |
| Employer contribution / active EE | $192 | $3,533-94.6% | $3,020-93.6% | $4,379-95.6% |
| Participant deferral / active EE | $2,053 | $5,793-64.6% | $5,135-60.0% | $6,730-69.5% |
| Admin fee / account holder | $7,795 | $15,393-49.4% | $12,742-38.8% | $14,365-45.7% |