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 | $38,854 | $165,890-76.6% | $155,574-75.0% | - |
| Participation rate | 52.5% | 63.3%-10.8pp | 78.2%-25.7pp | - |
| Annual return | 18.98% | 19.47%-0.5pp | 64.87%-45.9pp | - |
| Employer contribution / active EE | $1,047 | $2,522-58.5% | $4,676-77.6% | - |
| Participant deferral / active EE | $2,068 | $2,935-29.6% | $5,629-63.3% | - |
| Admin fee / account holder | $13,836 | $97,423-85.8% | $15,914-13.1% | - |