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 | $245,138 | $101,950+140.4% | $125,529+95.3% | $86,983+181.8% |
| Participation rate | 58.5% | 70.2%-11.6pp | 74.7%-16.2pp | 69.5%-11.0pp |
| Annual return | 15.39% | 18.29%-2.9pp | 202.56%-187.2pp | 25.83%-10.4pp |
| Employer contribution / active EE | $617 | $2,358-73.9% | $3,058-79.8% | $2,584-76.1% |
| Participant deferral / active EE | $5,618 | $3,862+45.5% | $4,813+16.7% | $4,194+34.0% |
| Admin fee / account holder | $39,045 | $12,791+205.3% | $16,298+139.6% | $7,856+397.0% |