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 | $51,290 | $49,280+4.1% | $67,313-23.8% | $64,173-20.1% |
| Participation rate | 31.9% | 60.8%-28.9pp | 69.1%-37.2pp | 69.6%-37.7pp |
| Annual return | -0.57% | -1.39%+0.8pp | -4.08%+3.5pp | 7.63%-8.2pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $877 | $2,484-64.7% | $3,568-75.4% | $3,470-74.7% |
| Admin fee / account holder | $13,257 | $3,863+243.2% | $4,507+194.1% | $4,887+171.2% |