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 | $204,177 | $209,336-2.5% | $197,124+3.6% | $137,256+48.8% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 11.81% | 48.09%-36.3pp | 44.34%-32.5pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,294 | $6,591-80.4% | $6,227-79.2% | $4,156-68.9% |
| Participant deferral / active EE | $6,538 | $9,614-32.0% | $9,135-28.4% | $6,407+2.0% |
| Admin fee / account holder | $10,269 | $17,308-40.7% | $16,298-37.0% | $12,270-16.3% |