Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.)
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 | $422,484 | $182,442+131.6% | $163,379+158.6% | $138,895+204.2% |
| Participation rate | 54.5% | 79.8%-25.2pp | 76.8%-22.3pp | 79.9%-25.4pp |
| Annual return | 7.63% | 72.74%-65.1pp | 63.41%-55.8pp | 145.39%-137.8pp |
| Employer contribution / active EE | $4,062 | $4,159-2.3% | $3,752+8.2% | $4,194-3.2% |
| Participant deferral / active EE | $545 | $6,817-92.0% | $6,282-91.3% | $6,396-91.5% |
| Admin fee / account holder | $269,791 | $10,396+2495.2% | $9,818+2648.0% | $12,562+2047.6% |