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 | $101,801 | $175,036-41.8% | $76,735+32.7% | - |
| Participation rate | 24.2% | 60.2%-36.0pp | 69.5%-45.3pp | - |
| Annual return | 12.53% | 15.04%-2.5pp | 29.77%-17.2pp | - |
| Employer contribution / active EE | $115 | $1,949-94.1% | $2,454-95.3% | - |
| Participant deferral / active EE | $1,736 | $3,720-53.3% | $4,088-57.5% | - |
| Admin fee / account holder | $19,812 | $23,923-17.2% | $7,189+175.6% | - |