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.
Participant 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 | $47,936 | $103,008-53.5% | $90,304-46.9% | $152,897-68.6% |
| Participation rate | 61.5% | 75.9%-14.3pp | 73.3%-11.7pp | 82.5%-20.9pp |
| Annual return | 20.40% | 95.22%-74.8pp | 78.13%-57.7pp | 345.43%-325.0pp |
| Employer contribution / active EE | $441 | $3,139-86.0% | $2,855-84.6% | $4,764-90.7% |
| Participant deferral / active EE | $571 | $4,281-86.7% | $3,885-85.3% | $5,851-90.2% |
| Admin fee / account holder | $450 | $6,175-92.7% | $5,354-91.6% | $11,599-96.1% |