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 | $181,687 | $171,272+6.1% | $127,803+42.2% | $152,897+18.8% |
| Participation rate | 59.1% | 83.5%-24.4pp | 79.0%-19.9pp | 82.5%-23.4pp |
| Annual return | 16.72% | 23.54%-6.8pp | 26.14%-9.4pp | 345.43%-328.7pp |
| Employer contribution / active EE | $1,270 | $5,451-76.7% | $4,576-72.2% | $4,764-73.3% |
| Participant deferral / active EE | $2,916 | $7,043-58.6% | $6,023-51.6% | $5,851-50.2% |
| Admin fee / account holder | $24,882 | $14,540+71.1% | $9,399+164.7% | $11,599+114.5% |