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 | $39,719 | $50,947-22.0% | $74,549-46.7% | $64,173-38.1% |
| Participation rate | 65.0% | 61.1%+3.9pp | 69.1%-4.1pp | 69.6%-4.6pp |
| Annual return | -4.36% | -1.85%-2.5pp | 32.53%-36.9pp | 7.63%-12.0pp |
| Employer contribution / active EE | $65 | $1,115-94.2% | $1,961-96.7% | $2,381-97.3% |
| Participant deferral / active EE | $1,191 | $2,302-48.3% | $3,108-61.7% | $3,470-65.7% |
| Admin fee / account holder | $2,985 | $4,221-29.3% | $5,059-41.0% | $4,887-38.9% |