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 | $185,218 | $165,399+12.0% | $149,745+23.7% | $158,982+16.5% |
| Participation rate | 68.4% | 84.6%-16.2pp | 82.5%-14.1pp | 82.0%-13.5pp |
| Annual return | 20.38% | 348.34%-328.0pp | 276.72%-256.3pp | 302.99%-282.6pp |
| Employer contribution / active EE | $763 | $5,105-85.0% | $4,646-83.6% | $4,763-84.0% |
| Participant deferral / active EE | $5,269 | $7,183-26.6% | $6,843-23.0% | $5,983-11.9% |
| Admin fee / account holder | $5,410 | $10,811-50.0% | $9,312-41.9% | $11,252-51.9% |