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 | $62,649 | $32,037+95.5% | $69,182-9.4% | $62,881-0.4% |
| Participation rate | 44.4% | 43.4%+1.0pp | 55.1%-10.7pp | 69.3%-24.9pp |
| Annual return | 5.97% | 15.16%-9.2pp | -21.93%+27.9pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $665 | $1,185-43.9% | $1,897-65.0% | $3,203-79.2% |
| Admin fee / account holder | $8,156 | $2,608+212.7% | $2,697+202.5% | $4,296+89.9% |