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 | $249,921 | $185,312+34.9% | $161,489+54.8% | $154,746+61.5% |
| Participation rate | 58.8% | 82.5%-23.6pp | 78.7%-19.9pp | 80.7%-21.9pp |
| Annual return | 16.88% | 103.84%-87.0pp | 89.72%-72.8pp | 172.34%-155.5pp |
| Employer contribution / active EE | $945 | $4,769-80.2% | $4,268-77.9% | $4,379-78.4% |
| Participant deferral / active EE | $2,431 | $6,350-61.7% | $5,630-56.8% | $6,730-63.9% |
| Admin fee / account holder | $1,332 | $18,654-92.9% | $16,006-91.7% | $14,365-90.7% |