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 | $194,197 | $209,422-7.3% | $178,503+8.8% | $158,982+22.2% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 9.67% | 188.81%-179.1pp | 151.12%-141.4pp | 302.99%-293.3pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,939 | $5,955+33.3% | $5,202+52.6% | $5,983+32.7% |
| Admin fee / account holder | $30,790 | $17,079+80.3% | $13,987+120.1% | $11,252+173.6% |