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 | $197,220 | $181,062+8.9% | $158,223+24.6% | $155,188+27.1% |
| Participation rate | 45.5% | 82.7%-37.2pp | 79.2%-33.7pp | 80.8%-35.3pp |
| Annual return | 19.33% | 57.39%-38.1pp | 52.09%-32.8pp | 148.84%-129.5pp |
| Employer contribution / active EE | $784 | $4,565-82.8% | $4,109-80.9% | $4,248-81.5% |
| Participant deferral / active EE | $5,657 | $6,134-7.8% | $5,467+3.5% | $6,531-13.4% |
| Admin fee / account holder | $901 | $18,825-95.2% | $16,047-94.4% | $14,480-93.8% |