Sign up free to preview peer percentile detail
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $437,185 | $154,754+182.5% | $124,206+252.0% | $138,895+214.8% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.6%-19.6pp | 79.9%-29.9pp |
| Annual return | 4.81% | 709.28%-704.5pp | 515.27%-510.5pp | 145.39%-140.6pp |
| Employer contribution / active EE | $23 | $4,446-99.5% | $3,540-99.4% | $4,194-99.5% |
| Participant deferral / active EE | $11,728 | $4,621+153.8% | $3,968+195.6% | $6,396+83.4% |
| Admin fee / account holder | $610 | $6,690-90.9% | $5,929-89.7% | $12,562-95.1% |