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 | $180,610 | $157,296+14.8% | $141,191+27.9% | $152,897+18.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 21.69% | 64.34%-42.7pp | 71.41%-49.7pp | 345.43%-323.7pp |
| Employer contribution / active EE | $757 | $5,262-85.6% | $4,736-84.0% | $4,764-84.1% |
| Participant deferral / active EE | $10,800 | $7,111+51.9% | $6,710+61.0% | $5,851+84.6% |
| Admin fee / account holder | $1,764 | $12,125-85.5% | $10,264-82.8% | $11,599-84.8% |