Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $231,681 | $209,428+10.6% | $178,498+29.8% | $158,950+45.8% |
| Participation rate | 22.2% | 86.4%-64.1pp | 81.9%-59.7pp | 82.0%-59.7pp |
| Annual return | 207.15% | 188.78%+18.4pp | 151.09%+56.1pp | 302.91%-95.8pp |
| Employer contribution / active EE | $791 | $5,707-86.1% | $5,011-84.2% | $4,762-83.4% |
| Participant deferral / active EE | $4,333 | $5,955-27.2% | $5,202-16.7% | $5,983-27.6% |
| Admin fee / account holder | $915 | $17,077-94.6% | $13,985-93.5% | $11,248-91.9% |