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 | $155,831 | $210,698-26.0% | $178,014-12.5% | $145,959+6.8% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 11.19% | 386.27%-375.1pp | 294.80%-283.6pp | 561.95%-550.8pp |
| Employer contribution / active EE | $477 | $4,567-89.6% | $3,950-87.9% | $4,661-89.8% |
| Participant deferral / active EE | $6,032 | $6,958-13.3% | $6,276-3.9% | $6,689-9.8% |
| Admin fee / account holder | $64,207 | $12,016+434.3% | $10,362+519.7% | $13,398+379.2% |