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 | $145,158 | $190,879-24.0% | $160,009-9.3% | $134,532+7.9% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -16.84% | 552.63%-569.5pp | 408.85%-425.7pp | 418.27%-435.1pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,337 | $6,924-51.8% | $6,183-46.0% | $6,401-47.9% |
| Admin fee / account holder | $9,486 | $10,495-9.6% | $8,715+8.8% | $11,429-17.0% |