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 | $297,299 | $183,592+61.9% | $155,574+91.1% | $145,877+103.8% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 10.73% | 61.37%-50.6pp | 64.87%-54.1pp | 551.28%-540.6pp |
| Employer contribution / active EE | $173 | $5,317-96.8% | $4,676-96.3% | $4,663-96.3% |
| Participant deferral / active EE | $3,174 | $6,466-50.9% | $5,629-43.6% | $6,691-52.6% |
| Admin fee / account holder | $1,568 | $19,316-91.9% | $15,914-90.1% | $13,402-88.3% |