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.
Participant 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 | $53,739 | $82,674-35.0% | $125,381-57.1% | $68,486-21.5% |
| Participation rate | 50.9% | 75.1%-24.2pp | 82.4%-31.5pp | 67.9%-17.0pp |
| Annual return | -19.16% | -5.97%-13.2pp | 572.31%-591.5pp | -7.85%-11.3pp |
| Employer contribution / active EE | $3,500 | $3,382+3.5% | $4,815-27.3% | $2,597+34.8% |
| Participant deferral / active EE | $2,413 | $6,111-60.5% | $7,448-67.6% | $4,028-40.1% |
| Admin fee / account holder | $6,442 | $6,277+2.6% | $10,007-35.6% | $5,404+19.2% |