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 | $130,393 | $82,678+57.7% | $125,391+4.0% | $68,490+90.4% |
| Participation rate | 52.5% | 75.1%-22.5pp | 82.4%-29.8pp | 67.9%-15.4pp |
| Annual return | -13.71% | -5.97%-7.7pp | 572.41%-586.1pp | -7.85%-5.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,517 | $6,111+23.0% | $7,448+0.9% | $4,028+86.6% |
| Admin fee / account holder | $6,206 | $6,277-1.1% | $10,009-38.0% | $5,403+14.9% |