Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $65,370 | $100,811-35.2% | $86,698-24.6% | $134,545-51.4% |
| Participation rate | 28.6% | 79.0%-50.4pp | 76.6%-48.0pp | 81.2%-52.7pp |
| Annual return | -15.25% | 29.11%-44.4pp | 35.96%-51.2pp | 418.37%-433.6pp |
| Employer contribution / active EE | $720 | $3,490-79.4% | $2,837-74.6% | $4,742-84.8% |
| Participant deferral / active EE | $5,739 | $5,339+7.5% | $4,656+23.2% | $6,401-10.4% |
| Admin fee / account holder | $772 | $10,926-92.9% | $7,492-89.7% | $11,431-93.2% |