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 | $416,747 | $180,749+130.6% | $160,784+159.2% | $137,256+203.6% |
| Participation rate | 69.2% | 80.0%-10.7pp | 77.0%-7.7pp | 80.0%-10.7pp |
| Annual return | 14.33% | 2234.46%-2220.1pp | 1803.92%-1789.6pp | 220.34%-206.0pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,372 | $6,844+66.2% | $6,293+80.7% | $6,407+77.5% |
| Admin fee / account holder | $11,111 | $10,397+6.9% | $9,717+14.3% | $12,270-9.4% |