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.)
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 | $268,540 | $102,245+162.6% | $89,340+200.6% | $137,256+95.6% |
| Participation rate | 16.7% | 74.9%-58.2pp | 69.6%-52.9pp | 80.0%-63.3pp |
| Annual return | 8.33% | 21.89%-13.6pp | 20.57%-12.2pp | 220.34%-212.0pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $489 | $4,436-89.0% | $3,823-87.2% | $6,407-92.4% |
| Admin fee / account holder | $97,213 | $8,085+1102.3% | $6,704+1350.1% | $12,270+692.3% |