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 | $205,540 | $125,193+64.2% | $105,591+94.7% | $145,978+40.8% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 18.82% | 225.53%-206.7pp | 116.43%-97.6pp | 550.52%-531.7pp |
| Employer contribution / active EE | $167 | $3,718-95.5% | $3,166-94.7% | $4,662-96.4% |
| Participant deferral / active EE | $3,376 | $5,708-40.9% | $5,008-32.6% | $6,690-49.5% |
| Admin fee / account holder | $729 | $17,277-95.8% | $11,024-93.4% | $13,400-94.6% |