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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,670 | $160,040-7.1% | $147,096+1.1% | $145,877+1.9% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 10.18% | 98.49%-88.3pp | 419.75%-409.6pp | 551.28%-541.1pp |
| Employer contribution / active EE | $803 | $5,289-84.8% | $4,936-83.7% | $4,663-82.8% |
| Participant deferral / active EE | $3,616 | $8,429-57.1% | $8,071-55.2% | $6,691-46.0% |
| Admin fee / account holder | $29,756 | $15,050+97.7% | $13,005+128.8% | $13,402+122.0% |