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.
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $329,273 | $178,174+84.8% | $156,181+110.8% | $137,256+139.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 20.85% | 84.19%-63.3pp | 64.87%-44.0pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,038 | $4,972-79.1% | $4,294-75.8% | $4,156-75.0% |
| Participant deferral / active EE | $9,161 | $6,888+33.0% | $6,132+49.4% | $6,407+43.0% |
| Admin fee / account holder | $1,686 | $17,404-90.3% | $14,586-88.4% | $12,270-86.3% |