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 | $169,805 | $254,759-33.3% | $216,567-21.6% | $198,609-14.5% |
| Participation rate | 57.1% | 84.5%-27.4pp | 81.6%-24.5pp | 82.4%-25.2pp |
| Annual return | 10.97% | 10.04%+0.9pp | 12.94%-2.0pp | 202.70%-191.7pp |
| Employer contribution / active EE | $568 | $6,096-90.7% | $5,216-89.1% | $5,055-88.8% |
| Participant deferral / active EE | $8,482 | $6,948+22.1% | $6,191+37.0% | $6,977+21.6% |
| Admin fee / account holder | $45,998 | $26,311+74.8% | $21,981+109.3% | $19,030+141.7% |