Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $191,814 | $165,381+16.0% | $149,730+28.1% | $158,966+20.7% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 10.21% | 348.29%-338.1pp | 276.70%-266.5pp | 302.95%-292.7pp |
| Employer contribution / active EE | $483 | $5,104-90.5% | $4,645-89.6% | $4,762-89.9% |
| Participant deferral / active EE | $2,833 | $7,182-60.6% | $6,843-58.6% | $5,983-52.6% |
| Admin fee / account holder | $47,160 | $10,809+336.3% | $9,310+406.5% | $11,250+319.2% |