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 | $206,480 | $178,174+15.9% | $156,181+32.2% | $137,256+50.4% |
| Participation rate | 20.0% | 82.0%-62.0pp | 78.8%-58.8pp | 80.0%-60.0pp |
| Annual return | 15.82% | 84.19%-68.4pp | 64.87%-49.1pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,003 | $4,972-79.8% | $4,294-76.6% | $4,156-75.9% |
| Participant deferral / active EE | $2,871 | $6,888-58.3% | $6,132-53.2% | $6,407-55.2% |
| Admin fee / account holder | $2,504 | $17,404-85.6% | $14,586-82.8% | $12,270-79.6% |