Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $185,719 | $134,817+37.8% | $123,973+49.8% | $155,188+19.7% |
| Participation rate | 15.4% | 79.4%-64.0pp | 76.7%-61.3pp | 80.8%-65.4pp |
| Annual return | 18.10% | 515.49%-497.4pp | 388.13%-370.0pp | 148.84%-130.7pp |
| Employer contribution / active EE | $480 | $4,425-89.2% | $4,126-88.4% | $4,248-88.7% |
| Participant deferral / active EE | $4,192 | $5,706-26.5% | $5,247-20.1% | $6,531-35.8% |
| Admin fee / account holder | $1,210 | $13,245-90.9% | $11,799-89.7% | $14,480-91.6% |