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 | $208,936 | $185,312+12.7% | $161,489+29.4% | $154,746+35.0% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 11.01% | 103.84%-92.8pp | 89.72%-78.7pp | 172.34%-161.3pp |
| Employer contribution / active EE | $544 | $4,769-88.6% | $4,268-87.3% | $4,379-87.6% |
| Participant deferral / active EE | $7,330 | $6,350+15.4% | $5,630+30.2% | $6,730+8.9% |
| Admin fee / account holder | $8,993 | $18,654-51.8% | $16,006-43.8% | $14,365-37.4% |