Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $153,738 | $111,535+37.8% | $105,223+46.1% | $137,256+12.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 14.58% | 237.85%-223.3pp | 180.65%-166.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $475 | $3,939-87.9% | $3,689-87.1% | $4,156-88.6% |
| Participant deferral / active EE | $10,167 | $5,500+84.9% | $5,072+100.5% | $6,407+58.7% |
| Admin fee / account holder | $2,409 | $9,721-75.2% | $8,859-72.8% | $12,270-80.4% |