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 | $46,019 | $181,004-74.6% | $108,753-57.7% | - |
| Participation rate | 39.4% | 58.9%-19.5pp | 71.1%-31.7pp | - |
| Annual return | 14.08% | 7.93%+6.2pp | 37.47%-23.4pp | - |
| Employer contribution / active EE | $322 | $1,877-82.9% | $2,427-86.7% | - |
| Participant deferral / active EE | $2,460 | $3,727-34.0% | $4,115-40.2% | - |
| Admin fee / account holder | $6,395 | $33,727-81.0% | $10,320-38.0% | - |