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 | $111,964 | $217,432-48.5% | $185,849-39.8% | $167,536-33.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.92% | 148.42%-134.5pp | 122.10%-108.2pp | 478.82%-464.9pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $19,352 | $6,357+204.4% | $5,569+247.5% | $6,342+205.1% |
| Admin fee / account holder | $35,724 | $19,818+80.3% | $16,244+119.9% | $12,315+190.1% |