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 | $209,864 | $181,062+15.9% | $158,223+32.6% | $155,188+35.2% |
| Participation rate | 33.3% | 82.7%-49.3pp | 79.2%-45.9pp | 80.8%-47.5pp |
| Annual return | 14.35% | 57.39%-43.0pp | 52.09%-37.7pp | 148.84%-134.5pp |
| Employer contribution / active EE | $912 | $4,565-80.0% | $4,109-77.8% | $4,248-78.5% |
| Participant deferral / active EE | $5,500 | $6,134-10.3% | $5,467+0.6% | $6,531-15.8% |
| Admin fee / account holder | $7,555 | $18,825-59.9% | $16,047-52.9% | $14,480-47.8% |