Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,531 | $108,897+165.0% | $100,378+187.4% | $145,877+97.8% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 4.35% | 58.17%-53.8pp | 49.41%-45.1pp | 551.28%-546.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,500 | $8,455-23.1% | $8,087-19.6% | $6,691-2.8% |
| Admin fee / account holder | $2,042 | $9,690-78.9% | $7,899-74.1% | $13,402-84.8% |