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 | $215,733 | $201,264+7.2% | $184,185+17.1% | $145,978+47.8% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 17.65% | 29.00%-11.4pp | 28.81%-11.2pp | 550.52%-532.9pp |
| Employer contribution / active EE | $832 | $7,021-88.1% | $6,426-87.0% | $4,662-82.1% |
| Participant deferral / active EE | $3,913 | $9,806-60.1% | $9,132-57.2% | $6,690-41.5% |
| Admin fee / account holder | $2,741 | $16,376-83.3% | $13,909-80.3% | $13,400-79.5% |