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 | $443,450 | $157,276+182.0% | $141,177+214.1% | $152,885+190.1% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 22.41% | 64.33%-41.9pp | 71.40%-49.0pp | 345.39%-323.0pp |
| Employer contribution / active EE | $622 | $5,262-88.2% | $4,736-86.9% | $4,763-86.9% |
| Participant deferral / active EE | $3,111 | $7,110-56.2% | $6,710-53.6% | $5,851-46.8% |
| Admin fee / account holder | $13,231 | $12,123+9.1% | $10,263+28.9% | $11,598+14.1% |