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 | $47,915 | $95,915-50.0% | $79,580-39.8% | $134,532-64.4% |
| Participation rate | 61.1% | 75.0%-13.9pp | 69.5%-8.4pp | 81.2%-20.1pp |
| Annual return | -17.63% | -2.71%-14.9pp | 0.15%-17.8pp | 418.27%-435.9pp |
| Employer contribution / active EE | $253 | $3,129-91.9% | $2,413-89.5% | $4,741-94.7% |
| Participant deferral / active EE | $1,362 | $4,693-71.0% | $3,985-65.8% | $6,401-78.7% |
| Admin fee / account holder | $2,936 | $9,132-67.9% | $6,835-57.0% | $11,429-74.3% |