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 | $155,746 | $165,399-5.8% | $149,745+4.0% | $158,982-2.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.72% | 348.34%-331.6pp | 276.72%-260.0pp | 302.99%-286.3pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $15,740 | $7,183+119.1% | $6,843+130.0% | $5,983+163.1% |
| Admin fee / account holder | $2,364 | $10,811-78.1% | $9,312-74.6% | $11,252-79.0% |