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 | $174,239 | $156,398+11.4% | $147,318+18.3% | $138,895+25.4% |
| Participation rate | 36.4% | 83.8%-47.4pp | 82.1%-45.7pp | 79.9%-43.6pp |
| Annual return | 16.32% | 78.75%-62.4pp | 70.43%-54.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,516 | $8,237-45.2% | $7,906-42.9% | $6,396-29.4% |
| Admin fee / account holder | $1,110 | $14,976-92.6% | $13,708-91.9% | $12,562-91.2% |