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.
Participant 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 | $949,025 | $78,013+1116.5% | $178,449+431.8% | $80,911+1072.9% |
| Participation rate | 6.4% | 65.7%-59.3pp | 77.1%-70.7pp | 67.6%-61.3pp |
| Annual return | 13.29% | 18.07%-4.8pp | 27.09%-13.8pp | 35.63%-22.3pp |
| Employer contribution / active EE | $1,877 | $2,287-17.9% | $3,951-52.5% | $2,756-31.9% |
| Participant deferral / active EE | $924 | $4,408-79.0% | $6,277-85.3% | $4,297-78.5% |
| Admin fee / account holder | $257,204 | $7,166+3489.3% | $10,362+2382.2% | $6,935+3609.0% |