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 | $331,817 | $73,787+349.7% | $98,716+236.1% | $82,448+302.5% |
| Participation rate | 27.3% | 61.4%-34.1pp | 69.3%-42.0pp | 68.1%-40.8pp |
| Annual return | 13.30% | 18.57%-5.3pp | 31.81%-18.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,584 | $3,081-48.6% | $4,048-60.9% | $4,139-61.7% |
| Admin fee / account holder | $28,260 | $6,500+334.8% | $8,703+224.7% | $7,234+290.6% |