Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $173,268 | $159,978+8.3% | $147,041+17.8% | $145,978+18.7% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 25.25% | 98.36%-73.1pp | 419.21%-394.0pp | 550.52%-525.3pp |
| Employer contribution / active EE | $565 | $5,288-89.3% | $4,935-88.6% | $4,662-87.9% |
| Participant deferral / active EE | $4,012 | $8,429-52.4% | $8,071-50.3% | $6,690-40.0% |
| Admin fee / account holder | $569 | $15,053-96.2% | $13,006-95.6% | $13,400-95.8% |