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 | $185,677 | $166,242+11.7% | $165,071+12.5% | $145,884+27.3% |
| Participation rate | 30.0% | 82.0%-52.0pp | 78.6%-48.6pp | 80.3%-50.3pp |
| Annual return | 13.89% | 100.44%-86.6pp | 70.17%-56.3pp | 551.85%-538.0pp |
| Employer contribution / active EE | $551 | $5,283-89.6% | $4,347-87.3% | $4,662-88.2% |
| Participant deferral / active EE | $3,817 | $6,964-45.2% | $6,035-36.8% | $6,690-42.9% |
| Admin fee / account holder | $17,711 | $16,658+6.3% | $12,695+39.5% | $13,392+32.3% |