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 | $244,450 | $107,368+127.7% | $92,915+163.1% | $152,909+59.9% |
| Participation rate | 18.2% | 79.8%-61.6pp | 76.0%-57.8pp | 82.5%-64.3pp |
| Annual return | 27.10% | 145.64%-118.5pp | 109.45%-82.3pp | 345.46%-318.4pp |
| Employer contribution / active EE | $135 | $4,222-96.8% | $3,653-96.3% | $4,764-97.2% |
| Participant deferral / active EE | $3,455 | $4,848-28.7% | $4,238-18.5% | $5,851-41.0% |
| Admin fee / account holder | $2,153 | $7,082-69.6% | $5,796-62.9% | $11,601-81.4% |