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 | $164,795 | $132,099+24.8% | $115,599+42.6% | $138,895+18.6% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.3%-17.1pp | 79.9%-22.8pp |
| Annual return | 10.98% | 176.76%-165.8pp | 111.10%-100.1pp | 145.39%-134.4pp |
| Employer contribution / active EE | $158 | $3,416-95.4% | $2,955-94.7% | $4,194-96.2% |
| Participant deferral / active EE | $4,159 | $5,617-26.0% | $4,889-14.9% | $6,396-35.0% |
| Admin fee / account holder | $1,177 | $15,650-92.5% | $12,841-90.8% | $12,562-90.6% |