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 | $130,717 | $209,874-37.7% | $189,537-31.0% | $167,536-22.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.86% | 748.61%-734.8pp | 555.34%-541.5pp | 478.82%-465.0pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,531 | $8,934-38.1% | $8,220-32.7% | $6,342-12.8% |
| Admin fee / account holder | $10,275 | $14,299-28.1% | $12,048-14.7% | $12,315-16.6% |