Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,050 | $25,979-61.3% | $71,702-86.0% | $68,495-85.3% |
| Participation rate | 37.5% | 54.5%-17.0pp | 62.3%-24.8pp | 67.9%-30.4pp |
| Annual return | -14.81% | -15.10%+0.3pp | 9.14%-24.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,334 | $1,522+119.0% | $2,658+25.4% | $4,028-17.2% |
| Admin fee / account holder | $2,528 | $2,022+25.0% | $3,974-36.4% | $5,403-53.2% |