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 | $28,033 | $75,832-63.0% | $147,617-81.0% | $59,633-53.0% |
| Participation rate | 66.7% | 71.6%-4.9pp | 84.6%-18.0pp | 68.7%-2.0pp |
| Annual return | -1.28% | 0.37%-1.6pp | 61.98%-63.3pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $244 | $3,485-93.0% | $5,564-95.6% | $2,203-88.9% |
| Participant deferral / active EE | $1,791 | $3,131-42.8% | $4,895-63.4% | $3,192-43.9% |
| Admin fee / account holder | $777 | $5,986-87.0% | $11,612-93.3% | $4,297-81.9% |