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 | $142,025 | $118,467+19.9% | $98,450+44.3% | $139,456+1.8% |
| Participation rate | 66.7% | 77.5%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 16.42% | 18.95%-2.5pp | 21.16%-4.7pp | 373.45%-357.0pp |
| Employer contribution / active EE | $252 | $3,611-93.0% | $3,049-91.7% | $4,753-94.7% |
| Participant deferral / active EE | $5,296 | $5,393-1.8% | $4,739+11.8% | $6,711-21.1% |
| Admin fee / account holder | $1,899 | $14,057-86.5% | $8,961-78.8% | $11,407-83.4% |