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 | $126,624 | $59,805+111.7% | $79,551+59.2% | $68,498+84.9% |
| Participation rate | 53.8% | 61.1%-7.2pp | 69.5%-15.6pp | 67.9%-14.0pp |
| Annual return | -14.74% | -12.30%-2.4pp | 0.14%-14.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,654 | $3,024+53.9% | $3,985+16.8% | $4,027+15.6% |
| Admin fee / account holder | $832 | $4,835-82.8% | $6,833-87.8% | $5,403-84.6% |