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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $719,247 | $196,972+265.2% | $182,262+294.6% | $198,609+262.1% |
| Participation rate | 28.6% | 85.7%-57.1pp | 84.2%-55.6pp | 82.4%-53.8pp |
| Annual return | 15.67% | 158.27%-142.6pp | 140.60%-124.9pp | 202.70%-187.0pp |
| Employer contribution / active EE | $1,403 | $5,364-73.8% | $5,046-72.2% | $5,055-72.2% |
| Participant deferral / active EE | $3,291 | $8,643-61.9% | $8,276-60.2% | $6,977-52.8% |
| Admin fee / account holder | $3,073 | $18,429-83.3% | $16,712-81.6% | $19,030-83.9% |