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 | $52,149 | $138,102-62.2% | $125,381-58.4% | $134,532-61.2% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -15.36% | 750.73%-766.1pp | 572.31%-587.7pp | 418.27%-433.6pp |
| Employer contribution / active EE | $928 | $5,245-82.3% | $4,815-80.7% | $4,741-80.4% |
| Participant deferral / active EE | $3,929 | $7,801-49.6% | $7,448-47.2% | $6,401-38.6% |
| Admin fee / account holder | $17,316 | $11,568+49.7% | $10,007+73.0% | $11,429+51.5% |