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 | $52,167 | $64,719-19.4% | $112,249-53.5% | $68,486-23.8% |
| Participation rate | 67.8% | 67.2%+0.6pp | 75.1%-7.3pp | 67.9%-0.1pp |
| Annual return | -14.13% | -11.40%-2.7pp | 27.48%-41.6pp | -7.85%-6.3pp |
| Employer contribution / active EE | $557 | $2,747-79.7% | $3,636-84.7% | $2,597-78.5% |
| Participant deferral / active EE | $3,581 | $3,565+0.4% | $4,729-24.3% | $4,028-11.1% |
| Admin fee / account holder | $7,197 | $5,232+37.6% | $6,412+12.2% | $5,404+33.2% |