Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $162,264 | $160,059+1.4% | $140,019+15.9% | $135,380+19.9% |
| Participation rate | 34.8% | 88.5%-53.7pp | 87.5%-52.7pp | 82.6%-47.9pp |
| Annual return | 3.18% | 911.48%-908.3pp | 651.17%-648.0pp | 519.81%-516.6pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,401 | $7,641-42.4% | $6,927-36.5% | $5,609-21.5% |
| Admin fee / account holder | $2,079 | $13,328-84.4% | $10,705-80.6% | $10,828-80.8% |