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.)
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 | $489,335 | $107,733+354.2% | $92,985+426.2% | $154,746+216.2% |
| Participation rate | 33.3% | 74.6%-41.2pp | 69.5%-36.2pp | 80.7%-47.4pp |
| Annual return | 4.98% | 30.39%-25.4pp | 27.99%-23.0pp | 172.34%-167.4pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,801 | $5,053-24.8% | $4,377-13.2% | $6,730-43.5% |
| Admin fee / account holder | $13,152 | $11,369+15.7% | $9,463+39.0% | $14,365-8.4% |