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 | $146,057 | $157,296-7.1% | $141,191+3.4% | $152,897-4.5% |
| Participation rate | 68.8% | 84.8%-16.1pp | 82.5%-13.7pp | 82.5%-13.7pp |
| Annual return | 19.02% | 64.34%-45.3pp | 71.41%-52.4pp | 345.43%-326.4pp |
| Employer contribution / active EE | $938 | $5,262-82.2% | $4,736-80.2% | $4,764-80.3% |
| Participant deferral / active EE | $3,662 | $7,111-48.5% | $6,710-45.4% | $5,851-37.4% |
| Admin fee / account holder | $3,428 | $12,125-71.7% | $10,264-66.6% | $11,599-70.4% |