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 | $162,858 | $157,304+3.5% | $141,197+15.3% | $152,909+6.5% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 22.06% | 64.34%-42.3pp | 71.41%-49.3pp | 345.46%-323.4pp |
| Employer contribution / active EE | $731 | $5,263-86.1% | $4,736-84.6% | $4,764-84.7% |
| Participant deferral / active EE | $4,432 | $7,111-37.7% | $6,710-34.0% | $5,851-24.3% |
| Admin fee / account holder | $12,202 | $12,126+0.6% | $10,265+18.9% | $11,601+5.2% |