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 | $151,386 | $125,237+20.9% | $105,608+43.3% | $145,877+3.8% |
| Participation rate | 44.4% | 77.7%-33.2pp | 75.3%-30.8pp | 80.3%-35.9pp |
| Annual return | 9.33% | 225.76%-216.4pp | 116.50%-107.2pp | 551.28%-542.0pp |
| Employer contribution / active EE | $383 | $3,720-89.7% | $3,167-87.9% | $4,663-91.8% |
| Participant deferral / active EE | $2,007 | $5,711-64.8% | $5,010-59.9% | $6,691-70.0% |
| Admin fee / account holder | $1,881 | $17,287-89.1% | $11,028-82.9% | $13,402-86.0% |