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 | $283,168 | $165,399+71.2% | $149,745+89.1% | $158,982+78.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 14.04% | 348.34%-334.3pp | 276.72%-262.7pp | 302.99%-288.9pp |
| Employer contribution / active EE | $892 | $5,105-82.5% | $4,646-80.8% | $4,763-81.3% |
| Participant deferral / active EE | $3,264 | $7,183-54.6% | $6,843-52.3% | $5,983-45.5% |
| Admin fee / account holder | $2,611 | $10,811-75.8% | $9,312-72.0% | $11,252-76.8% |