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 | $50,996 | $56,484-9.7% | $169,452-69.9% | $64,173-20.5% |
| Participation rate | 43.5% | 64.5%-21.0pp | 77.8%-34.2pp | 69.6%-26.0pp |
| Annual return | -7.49% | -1.55%-5.9pp | 1.83%-9.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $284 | $1,832-84.5% | $4,157-93.2% | $2,381-88.1% |
| Participant deferral / active EE | $1,532 | $3,448-55.6% | $5,277-71.0% | $3,470-55.9% |
| Admin fee / account holder | $2,825 | $4,174-32.3% | $9,110-69.0% | $4,887-42.2% |