Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
Participant 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 | $67,980 | $60,229+12.9% | $90,766-25.1% | - |
| Participation rate | 43.4% | 66.7%-23.2pp | 75.7%-32.3pp | - |
| Annual return | -11.18% | -8.37%-2.8pp | -12.16%+1.0pp | - |
| Employer contribution / active EE | $891 | $1,436-37.9% | $2,922-69.5% | - |
| Participant deferral / active EE | $1,582 | $3,579-55.8% | $4,565-65.3% | - |
| Admin fee / account holder | $2,977 | $2,834+5.0% | $8,446-64.7% | - |