Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $297,798 | $201,344+47.9% | $184,243+61.6% | $145,877+104.1% |
| Participation rate | 61.5% | 87.5%-26.0pp | 86.8%-25.3pp | 80.3%-18.8pp |
| Annual return | 14.00% | 29.01%-15.0pp | 28.82%-14.8pp | 551.28%-537.3pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,880 | $9,807+41.5% | $9,132+52.0% | $6,691+107.5% |
| Admin fee / account holder | $44,129 | $16,382+169.4% | $13,914+217.2% | $13,402+229.3% |