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 | $55,195 | $167,362-67.0% | $143,799-61.6% | $134,532-59.0% |
| Participation rate | 13.0% | 84.8%-71.8pp | 80.3%-67.3pp | 81.2%-68.2pp |
| Annual return | -12.15% | 0.47%-12.6pp | -0.04%-12.1pp | 418.27%-430.4pp |
| Employer contribution / active EE | $1,017 | $5,620-81.9% | $4,952-79.5% | $4,741-78.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $549 | $18,094-97.0% | $14,677-96.3% | $11,429-95.2% |