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 | $39,569 | $138,076-71.3% | $123,553-68.0% | $135,380-70.8% |
| Participation rate | 45.5% | 84.7%-39.3pp | 82.3%-36.8pp | 82.6%-37.2pp |
| Annual return | -5.43% | 153.70%-159.1pp | 119.21%-124.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $532 | $5,152-89.7% | $4,628-88.5% | $4,779-88.9% |
| Participant deferral / active EE | $2,252 | $6,800-66.9% | $6,426-65.0% | $5,609-59.9% |
| Admin fee / account holder | $6,219 | $10,917-43.0% | $9,284-33.0% | $10,828-42.6% |