Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $160,392 | $110,410+45.3% | $102,437+56.6% | $145,897+9.9% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 26.87% | 24.85%+2.0pp | 24.95%+1.9pp | 552.29%-525.4pp |
| Employer contribution / active EE | $812 | $4,217-80.7% | $3,871-79.0% | $4,663-82.6% |
| Participant deferral / active EE | $5,083 | $5,622-9.6% | $5,060+0.5% | $6,689-24.0% |
| Admin fee / account holder | $2,082 | $9,745-78.6% | $8,388-75.2% | $13,390-84.5% |