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 | $853,305 | $150,412+467.3% | $120,574+607.7% | $145,884+484.9% |
| Participation rate | 40.0% | 78.8%-38.8pp | 71.9%-31.9pp | 80.3%-40.3pp |
| Annual return | 14.54% | 154.50%-140.0pp | 107.42%-92.9pp | 551.85%-537.3pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,600 | $6,175-25.5% | $4,996-7.9% | $6,690-31.2% |
| Admin fee / account holder | $5,877 | $12,224-51.9% | $9,445-37.8% | $13,392-56.1% |