Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $419,342 | $167,362+150.6% | $143,799+191.6% | $134,532+211.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -10.44% | 0.47%-10.9pp | -0.04%-10.4pp | 418.27%-428.7pp |
| Employer contribution / active EE | $794 | $5,620-85.9% | $4,952-84.0% | $4,741-83.2% |
| Participant deferral / active EE | $18,000 | $6,447+179.2% | $5,638+219.2% | $6,401+181.2% |
| Admin fee / account holder | $17,935 | $18,094-0.9% | $14,677+22.2% | $11,429+56.9% |