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.)
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 | $785,841 | $114,119+588.6% | $107,187+633.1% | $138,895+465.8% |
| Participation rate | 28.6% | 78.1%-49.5pp | 75.0%-46.4pp | 79.9%-51.3pp |
| Annual return | 8.43% | 273.21%-264.8pp | 204.55%-196.1pp | 145.39%-137.0pp |
| Employer contribution / active EE | $171 | $4,059-95.8% | $3,782-95.5% | $4,194-95.9% |
| Participant deferral / active EE | $7,109 | $5,538+28.4% | $5,096+39.5% | $6,396+11.1% |
| Admin fee / account holder | $2,500 | $10,024-75.1% | $9,162-72.7% | $12,562-80.1% |