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 | $149,282 | $110,379+35.2% | $102,412+45.8% | $145,884+2.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 21.63% | 24.84%-3.2pp | 24.94%-3.3pp | 551.85%-530.2pp |
| Employer contribution / active EE | $379 | $4,216-91.0% | $3,870-90.2% | $4,662-91.9% |
| Participant deferral / active EE | $4,144 | $5,622-26.3% | $5,060-18.1% | $6,690-38.1% |
| Admin fee / account holder | $1,307 | $9,745-86.6% | $8,388-84.4% | $13,392-90.2% |