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 | $22,937 | $76,000-69.8% | $154,111-85.1% | $64,186-64.3% |
| Participation rate | 52.5% | 70.4%-17.9pp | 83.0%-30.5pp | 69.6%-17.1pp |
| Annual return | -5.62% | 30.32%-35.9pp | 735.15%-740.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $186 | $3,351-94.4% | $5,298-96.5% | $2,381-92.2% |
| Participant deferral / active EE | $1,094 | $3,175-65.5% | $5,081-78.5% | $3,470-68.5% |
| Admin fee / account holder | $3,171 | $5,596-43.3% | $13,411-76.4% | $4,888-35.1% |