Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $151,351 | $175,259-13.6% | $149,723+1.1% | $139,487+8.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.63% | 166.82%-148.2pp | 134.50%-115.9pp | 373.84%-355.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $14,574 | $6,522+123.5% | $5,682+156.5% | $6,713+117.1% |
| Admin fee / account holder | $5,877 | $16,158-63.6% | $13,215-55.5% | $11,407-48.5% |