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 | $164,133 | $124,346+32.0% | $111,308+47.5% | $167,536-2.0% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.7pp | 82.1%-15.4pp |
| Annual return | 17.15% | 37.45%-20.3pp | 54.67%-37.5pp | 478.82%-461.7pp |
| Employer contribution / active EE | $356 | $3,437-89.6% | $2,732-87.0% | $4,839-92.6% |
| Participant deferral / active EE | $3,562 | $5,182-31.3% | $4,487-20.6% | $6,342-43.8% |
| Admin fee / account holder | $3,766 | $10,621-64.5% | $7,965-52.7% | $12,315-69.4% |