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 | $318,500 | $118,708+168.3% | $98,920+222.0% | $158,982+100.3% |
| Participation rate | 47.8% | 77.8%-30.0pp | 76.0%-28.2pp | 82.0%-34.1pp |
| Annual return | 12.61% | 372.49%-359.9pp | 196.47%-183.9pp | 302.99%-290.4pp |
| Employer contribution / active EE | $775 | $3,334-76.8% | $2,689-71.2% | $4,763-83.7% |
| Participant deferral / active EE | $999 | $5,089-80.4% | $4,245-76.5% | $5,983-83.3% |
| Admin fee / account holder | $1,342 | $10,134-86.8% | $6,643-79.8% | $11,252-88.1% |