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 | $177,738 | $166,268+6.9% | $165,100+7.7% | $145,897+21.8% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.6%-34.2pp | 80.3%-35.9pp |
| Annual return | 15.35% | 100.52%-85.2pp | 70.21%-54.9pp | 552.29%-536.9pp |
| Employer contribution / active EE | $611 | $5,284-88.4% | $4,348-85.9% | $4,663-86.9% |
| Participant deferral / active EE | $3,984 | $6,964-42.8% | $6,035-34.0% | $6,689-40.4% |
| Admin fee / account holder | $2,426 | $16,659-85.4% | $12,696-80.9% | $13,390-81.9% |