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.
Participant 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 | $276,365 | $60,442+357.2% | $96,754+185.6% | $87,485+215.9% |
| Participation rate | 29.7% | 58.7%-29.0pp | 70.3%-40.6pp | 68.9%-39.2pp |
| Annual return | 23.65% | 21.97%+1.7pp | 82.04%-58.4pp | 26.06%-2.4pp |
| Employer contribution / active EE | $384 | $1,691-77.3% | $2,679-85.7% | $2,596-85.2% |
| Participant deferral / active EE | $490 | $3,280-85.1% | $4,758-89.7% | $4,274-88.5% |
| Admin fee / account holder | $686 | $5,069-86.5% | $8,905-92.3% | $7,775-91.2% |