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 | $119,056 | $167,353-28.9% | $143,797-17.2% | $134,545-11.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -14.11% | 0.48%-14.6pp | -0.04%-14.1pp | 418.37%-432.5pp |
| Employer contribution / active EE | $1,139 | $5,620-79.7% | $4,952-77.0% | $4,742-76.0% |
| Participant deferral / active EE | $9,379 | $6,447+45.5% | $5,638+66.3% | $6,401+46.5% |
| Admin fee / account holder | $1,588 | $18,096-91.2% | $14,679-89.2% | $11,431-86.1% |