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 | $45,257 | $202,342-77.6% | $172,753-73.8% | $152,909-70.4% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.5%+12.3pp |
| Annual return | 28.08% | 1029.88%-1001.8pp | 803.00%-774.9pp | 345.46%-317.4pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,411 | $5,948-42.7% | $5,198-34.4% | $5,851-41.7% |
| Admin fee / account holder | $912 | $17,112-94.7% | $13,956-93.5% | $11,601-92.1% |