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 | $185,184 | $162,812+13.7% | $133,971+38.2% | $158,966+16.5% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 28.06% | 41.94%-13.9pp | 45.09%-17.0pp | 302.95%-274.9pp |
| Employer contribution / active EE | $852 | $4,976-82.9% | $3,919-78.3% | $4,762-82.1% |
| Participant deferral / active EE | $7,848 | $5,910+32.8% | $5,047+55.5% | $5,983+31.2% |
| Admin fee / account holder | $7,095 | $11,741-39.6% | $8,929-20.5% | $11,250-36.9% |