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 | $56,336 | $147,167-61.7% | $111,392-49.4% | $135,379-58.4% |
| Participation rate | 36.8% | 84.0%-47.2pp | 78.9%-42.0pp | 82.6%-45.8pp |
| Annual return | -6.84% | -4.44%-2.4pp | -2.06%-4.8pp | 519.79%-526.6pp |
| Employer contribution / active EE | $548 | $5,204-89.5% | $4,328-87.3% | $4,779-88.5% |
| Participant deferral / active EE | $2,827 | $6,565-56.9% | $5,567-49.2% | $5,609-49.6% |
| Admin fee / account holder | $1,288 | $20,270-93.6% | $12,266-89.5% | $10,828-88.1% |