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 | $92,475 | $71,873+28.7% | $86,698+6.7% | $68,490+35.0% |
| Participation rate | 50.5% | 72.2%-21.7pp | 76.6%-26.1pp | 67.9%-17.4pp |
| Annual return | -14.09% | 3.54%-17.6pp | 35.96%-50.1pp | -7.85%-6.2pp |
| Employer contribution / active EE | $535 | $2,173-75.4% | $2,837-81.1% | $2,597-79.4% |
| Participant deferral / active EE | $3,010 | $3,779-20.4% | $4,656-35.4% | $4,028-25.3% |
| Admin fee / account holder | $11,559 | $6,110+89.2% | $7,492+54.3% | $5,403+113.9% |