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 | $184,852 | $202,342-8.6% | $172,753+7.0% | $152,909+20.9% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.5%-39.6pp |
| Annual return | 24.01% | 1029.88%-1005.9pp | 803.00%-779.0pp | 345.46%-321.5pp |
| Employer contribution / active EE | $1,183 | $5,857-79.8% | $5,144-77.0% | $4,764-75.2% |
| Participant deferral / active EE | $4,174 | $5,948-29.8% | $5,198-19.7% | $5,851-28.7% |
| Admin fee / account holder | $19,806 | $17,112+15.7% | $13,956+41.9% | $11,601+70.7% |