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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,358 | $171,492+54.7% | $150,734+76.0% | $198,609+33.6% |
| Participation rate | 50.0% | 81.4%-31.4pp | 78.4%-28.4pp | 82.4%-32.4pp |
| Annual return | 4.30% | 804.70%-800.4pp | 600.81%-596.5pp | 202.70%-198.4pp |
| Employer contribution / active EE | $7,400 | $5,470+35.3% | $4,918+50.5% | $5,055+46.4% |
| Participant deferral / active EE | $2,467 | $6,259-60.6% | $5,610-56.0% | $6,977-64.6% |
| Admin fee / account holder | $3,136 | $17,628-82.2% | $14,905-79.0% | $19,030-83.5% |