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 | $74,804 | $167,353-55.3% | $143,797-48.0% | $134,545-44.4% |
| Participation rate | 52.2% | 84.8%-32.6pp | 80.3%-28.1pp | 81.2%-29.1pp |
| Annual return | -17.94% | 0.48%-18.4pp | -0.04%-17.9pp | 418.37%-436.3pp |
| Employer contribution / active EE | $1,147 | $5,620-79.6% | $4,952-76.8% | $4,742-75.8% |
| Participant deferral / active EE | $3,574 | $6,447-44.6% | $5,638-36.6% | $6,401-44.2% |
| Admin fee / account holder | $4,213 | $18,096-76.7% | $14,679-71.3% | $11,431-63.1% |