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 | $787,376 | $127,790+516.1% | $106,554+638.9% | $167,553+369.9% |
| Participation rate | 25.0% | 78.3%-53.3pp | 76.1%-51.1pp | 82.1%-57.1pp |
| Annual return | 112.65% | 33.88%+78.8pp | 26.80%+85.9pp | 478.89%-366.2pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,500 | $5,088+27.8% | $4,398+47.8% | $6,343+2.5% |
| Admin fee / account holder | $2,718 | $11,231-75.8% | $7,408-63.3% | $12,316-77.9% |