Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $165,555 | $174,379-5.1% | $152,093+8.9% | $138,895+19.2% |
| Participation rate | 20.0% | 81.6%-61.6pp | 77.8%-57.8pp | 79.9%-59.9pp |
| Annual return | 47.17% | 74.86%-27.7pp | 66.36%-19.2pp | 145.39%-98.2pp |
| Employer contribution / active EE | $532 | $4,652-88.6% | $4,175-87.2% | $4,194-87.3% |
| Participant deferral / active EE | $2,675 | $6,159-56.6% | $5,451-50.9% | $6,396-58.2% |
| Admin fee / account holder | $3,366 | $16,880-80.1% | $14,497-76.8% | $12,562-73.2% |