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 | $291,854 | $114,712+154.4% | $173,730+68.0% | $87,485+233.6% |
| Participation rate | 53.7% | 73.0%-19.3pp | 79.6%-25.9pp | 68.9%-15.3pp |
| Annual return | 20.26% | 20.18%+0.1pp | 19.96%+0.3pp | 26.06%-5.8pp |
| Employer contribution / active EE | $537 | $2,904-81.5% | $4,577-88.3% | $2,596-79.3% |
| Participant deferral / active EE | $2,807 | $4,642-39.5% | $6,326-55.6% | $4,274-34.3% |
| Admin fee / account holder | $4,378 | $10,210-57.1% | $17,523-75.0% | $7,775-43.7% |