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 | $41,322 | $99,011-58.3% | $86,582-52.3% | $147,586-72.0% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 19.42% | 1312.75%-1293.3pp | 965.08%-945.7pp | 578.59%-559.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,614 | $3,972-9.0% | $3,609+0.1% | $5,439-33.6% |
| Admin fee / account holder | $2,600 | $5,709-54.5% | $4,904-47.0% | $10,886-76.1% |