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 | $67,125 | $43,344+54.9% | $59,899+12.1% | $64,173+4.6% |
| Participation rate | 17.9% | 69.2%-51.3pp | 74.7%-56.8pp | 69.6%-51.7pp |
| Annual return | -5.57% | -1.55%-4.0pp | 3.46%-9.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $876 | $2,547-65.6% | $3,402-74.2% | $3,470-74.7% |
| Admin fee / account holder | $33,256 | $3,008+1005.5% | $3,592+825.8% | $4,887+580.4% |