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 | $195,739 | $185,312+5.6% | $161,489+21.2% | $154,746+26.5% |
| Participation rate | 26.3% | 82.5%-56.1pp | 78.7%-52.4pp | 80.7%-54.4pp |
| Annual return | 14.47% | 103.84%-89.4pp | 89.72%-75.3pp | 172.34%-157.9pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,384 | $6,350-30.9% | $5,630-22.1% | $6,730-34.9% |
| Admin fee / account holder | $18,670 | $18,654+0.1% | $16,006+16.6% | $14,365+30.0% |