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 | $192,357 | $183,516+4.8% | $155,534+23.7% | $145,884+31.9% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.6pp | 80.3%-33.6pp |
| Annual return | 15.20% | 61.43%-46.2pp | 64.92%-49.7pp | 551.85%-536.6pp |
| Employer contribution / active EE | $870 | $5,315-83.6% | $4,675-81.4% | $4,662-81.3% |
| Participant deferral / active EE | $3,227 | $6,467-50.1% | $5,630-42.7% | $6,690-51.8% |
| Admin fee / account holder | $8,335 | $19,293-56.8% | $15,900-47.6% | $13,392-37.8% |