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 | $76,867 | $350,654-78.1% | $161,489-52.4% | - |
| Participation rate | 28.3% | 49.8%-21.5pp | 78.7%-50.4pp | - |
| Annual return | 21.43% | 7.72%+13.7pp | 89.72%-68.3pp | - |
| Employer contribution / active EE | $371 | $954-61.1% | $4,268-91.3% | - |
| Participant deferral / active EE | $1,519 | $1,899-20.0% | $5,630-73.0% | - |
| Admin fee / account holder | $1,965 | $106,898-98.2% | $16,006-87.7% | - |