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 | $184,929 | $162,821+13.6% | $133,978+38.0% | $158,982+16.3% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 11.95% | 41.95%-30.0pp | 45.10%-33.1pp | 302.99%-291.0pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,995 | $5,910-66.2% | $5,047-60.5% | $5,983-66.7% |
| Admin fee / account holder | $860 | $11,742-92.7% | $8,930-90.4% | $11,252-92.4% |