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 | $172,785 | $166,242+3.9% | $165,071+4.7% | $145,884+18.4% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.6%-35.8pp | 80.3%-37.4pp |
| Annual return | 15.30% | 100.44%-85.1pp | 70.17%-54.9pp | 551.85%-536.6pp |
| Employer contribution / active EE | $1,109 | $5,283-79.0% | $4,347-74.5% | $4,662-76.2% |
| Participant deferral / active EE | $2,061 | $6,964-70.4% | $6,035-65.8% | $6,690-69.2% |
| Admin fee / account holder | $27,035 | $16,658+62.3% | $12,695+113.0% | $13,392+101.9% |