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 | $79,088 | $64,729+22.2% | $112,263-29.6% | $68,490+15.5% |
| Participation rate | 48.8% | 67.2%-18.3pp | 75.1%-26.2pp | 67.9%-19.1pp |
| Annual return | -16.53% | -11.40%-5.1pp | 27.49%-44.0pp | -7.85%-8.7pp |
| Employer contribution / active EE | $282 | $2,746-89.7% | $3,636-92.2% | $2,597-89.1% |
| Participant deferral / active EE | $3,147 | $3,566-11.7% | $4,729-33.5% | $4,028-21.9% |
| Admin fee / account holder | $16,049 | $5,222+207.4% | $6,410+150.4% | $5,403+197.0% |