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 | $47,398 | $92,219-48.6% | $76,768-38.3% | $135,379-65.0% |
| Participation rate | 44.4% | 79.8%-35.3pp | 77.0%-32.5pp | 82.6%-38.2pp |
| Annual return | -6.92% | 5.46%-12.4pp | 2.43%-9.3pp | 519.79%-526.7pp |
| Employer contribution / active EE | $343 | $3,216-89.3% | $2,485-86.2% | $4,779-92.8% |
| Participant deferral / active EE | $1,601 | $4,508-64.5% | $3,852-58.4% | $5,609-71.5% |
| Admin fee / account holder | $2,505 | $10,749-76.7% | $6,675-62.5% | $10,828-76.9% |