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 | $156,686 | $111,535+40.5% | $105,223+48.9% | $137,256+14.2% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 14.70% | 237.85%-223.2pp | 180.65%-165.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $362 | $3,939-90.8% | $3,689-90.2% | $4,156-91.3% |
| Participant deferral / active EE | $3,203 | $5,500-41.8% | $5,072-36.8% | $6,407-50.0% |
| Admin fee / account holder | $4,313 | $9,721-55.6% | $8,859-51.3% | $12,270-64.9% |