Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $8,725 | $92,766-90.6% | $82,763-89.5% | $134,545-93.5% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -8.06% | 946.97%-955.0pp | 702.45%-710.5pp | 418.37%-426.4pp |
| Employer contribution / active EE | -$250 | $3,273-107.6% | $3,008-108.3% | $4,742-105.3% |
| Participant deferral / active EE | $2,052 | $4,802-57.3% | $4,395-53.3% | $6,401-67.9% |
| Admin fee / account holder | $1,707 | $5,978-71.4% | $5,325-67.9% | $11,431-85.1% |