Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $193,802 | $185,312+4.6% | $161,489+20.0% | $154,746+25.2% |
| Participation rate | 18.8% | 82.5%-63.7pp | 78.7%-59.9pp | 80.7%-62.0pp |
| Annual return | 13.01% | 103.84%-90.8pp | 89.72%-76.7pp | 172.34%-159.3pp |
| Employer contribution / active EE | $525 | $4,769-89.0% | $4,268-87.7% | $4,379-88.0% |
| Participant deferral / active EE | $4,594 | $6,350-27.7% | $5,630-18.4% | $6,730-31.7% |
| Admin fee / account holder | $1,392 | $18,654-92.5% | $16,006-91.3% | $14,365-90.3% |