Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.)
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 | $392,327 | $211,105+85.8% | $178,449+119.9% | $145,978+168.8% |
| Participation rate | 21.1% | 80.8%-59.7pp | 77.1%-56.0pp | 80.3%-59.2pp |
| Annual return | -0.61% | 30.19%-30.8pp | 27.09%-27.7pp | 550.52%-551.1pp |
| Employer contribution / active EE | $372 | $4,569-91.9% | $3,951-90.6% | $4,662-92.0% |
| Participant deferral / active EE | $1,955 | $6,959-71.9% | $6,277-68.9% | $6,690-70.8% |
| Admin fee / account holder | $2,109 | $12,017-82.4% | $10,362-79.6% | $13,400-84.3% |