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.
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 | $134,141 | $157,276-14.7% | $141,177-5.0% | $152,885-12.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 80.20% | 64.33%+15.9pp | 71.40%+8.8pp | 345.39%-265.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $10,674 | $7,110+50.1% | $6,710+59.1% | $5,851+82.4% |
| Admin fee / account holder | $71,470 | $12,123+489.6% | $10,263+596.4% | $11,598+516.2% |