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 | $245,548 | $159,978+53.5% | $147,041+67.0% | $145,978+68.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.73% | 98.36%-86.6pp | 419.21%-407.5pp | 550.52%-538.8pp |
| Employer contribution / active EE | $877 | $5,288-83.4% | $4,935-82.2% | $4,662-81.2% |
| Participant deferral / active EE | $7,376 | $8,429-12.5% | $8,071-8.6% | $6,690+10.3% |
| Admin fee / account holder | $17,005 | $15,053+13.0% | $13,006+30.7% | $13,400+26.9% |