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 | $34,808 | $59,813-41.8% | $79,580-56.3% | $68,486-49.2% |
| Participation rate | 48.0% | 61.1%-13.1pp | 69.5%-21.5pp | 67.9%-19.9pp |
| Annual return | -8.78% | -12.30%+3.5pp | 0.15%-8.9pp | -7.85%-0.9pp |
| Employer contribution / active EE | $145 | $1,505-90.4% | $2,413-94.0% | $2,597-94.4% |
| Participant deferral / active EE | $1,968 | $3,024-34.9% | $3,985-50.6% | $4,028-51.1% |
| Admin fee / account holder | $37,975 | $4,835+685.5% | $6,835+455.6% | $5,404+602.7% |