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 | $150,367 | $209,422-28.2% | $178,503-15.8% | $158,982-5.4% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 12.87% | 188.81%-175.9pp | 151.12%-138.2pp | 302.99%-290.1pp |
| Employer contribution / active EE | $1,029 | $5,707-82.0% | $5,011-79.5% | $4,763-78.4% |
| Participant deferral / active EE | $5,571 | $5,955-6.4% | $5,202+7.1% | $5,983-6.9% |
| Admin fee / account holder | $8,289 | $17,079-51.5% | $13,987-40.7% | $11,252-26.3% |