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 | $271,624 | $156,398+73.7% | $147,318+84.4% | $138,895+95.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 6.18% | 78.75%-72.6pp | 70.43%-64.3pp | 145.39%-139.2pp |
| Employer contribution / active EE | $792 | $4,853-83.7% | $4,593-82.8% | $4,194-81.1% |
| Participant deferral / active EE | $2,544 | $8,237-69.1% | $7,906-67.8% | $6,396-60.2% |
| Admin fee / account holder | $56,570 | $14,976+277.7% | $13,708+312.7% | $12,562+350.3% |