Sign up free to preview peer percentile detail
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 | $477,798 | $160,070+198.5% | $147,117+224.8% | $145,897+227.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.35% | 98.69%-87.3pp | 420.54%-409.2pp | 552.29%-540.9pp |
| Employer contribution / active EE | $710 | $5,285-86.6% | $4,932-85.6% | $4,663-84.8% |
| Participant deferral / active EE | $10,967 | $8,419+30.3% | $8,065+36.0% | $6,689+63.9% |
| Admin fee / account holder | $1,773 | $15,035-88.2% | $12,993-86.4% | $13,390-86.8% |