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 | $198,548 | $209,425-5.2% | $178,499+11.2% | $158,966+24.9% |
| Participation rate | 46.2% | 86.4%-40.2pp | 81.9%-35.8pp | 82.0%-35.8pp |
| Annual return | 17.55% | 188.80%-171.2pp | 151.10%-133.6pp | 302.95%-285.4pp |
| Employer contribution / active EE | $775 | $5,707-86.4% | $5,011-84.5% | $4,762-83.7% |
| Participant deferral / active EE | $3,900 | $5,955-34.5% | $5,202-25.0% | $5,983-34.8% |
| Admin fee / account holder | $3,680 | $17,078-78.5% | $13,986-73.7% | $11,250-67.3% |