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 | $185,872 | $180,459+3.0% | $154,108+20.6% | $135,380+37.3% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -5.45% | 888.21%-893.7pp | 735.21%-740.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $983 | $6,035-83.7% | $5,298-81.4% | $4,779-79.4% |
| Participant deferral / active EE | $2,148 | $5,806-63.0% | $5,081-57.7% | $5,609-61.7% |
| Admin fee / account holder | $22,344 | $16,145+38.4% | $13,411+66.6% | $10,828+106.4% |