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 | $188,710 | $159,978+18.0% | $147,041+28.3% | $145,978+29.3% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 14.39% | 98.36%-84.0pp | 419.21%-404.8pp | 550.52%-536.1pp |
| Employer contribution / active EE | $798 | $5,288-84.9% | $4,935-83.8% | $4,662-82.9% |
| Participant deferral / active EE | $3,885 | $8,429-53.9% | $8,071-51.9% | $6,690-41.9% |
| Admin fee / account holder | $1,198 | $15,053-92.0% | $13,006-90.8% | $13,400-91.1% |