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 | $55,598 | $56,197-1.1% | $67,652-17.8% | $59,633-6.8% |
| Participation rate | 68.1% | 71.5%-3.4pp | 75.7%-7.6pp | 68.7%-0.6pp |
| Annual return | -0.20% | 18508.10%-18508.3pp | 6625.40%-6625.6pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $255 | $1,615-84.2% | $2,266-88.7% | $2,203-88.4% |
| Participant deferral / active EE | $3,070 | $2,844+8.0% | $3,560-13.7% | $3,192-3.8% |
| Admin fee / account holder | $13,388 | $3,958+238.3% | $4,821+177.7% | $4,297+211.6% |