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 | $261,298 | $190,879+36.9% | $160,009+63.3% | $134,532+94.2% |
| Participation rate | 14.3% | 82.0%-67.7pp | 78.0%-63.7pp | 81.2%-66.9pp |
| Annual return | -13.50% | 552.63%-566.1pp | 408.85%-422.3pp | 418.27%-431.8pp |
| Employer contribution / active EE | $473 | $4,995-90.5% | $4,225-88.8% | $4,741-90.0% |
| Participant deferral / active EE | $2,142 | $6,924-69.1% | $6,183-65.4% | $6,401-66.5% |
| Admin fee / account holder | $198,183 | $10,495+1788.4% | $8,715+2174.1% | $11,429+1634.1% |