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 | $160,957 | $171,867-6.3% | $149,721+7.5% | $147,586+9.1% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 25.61% | 2113.36%-2087.8pp | 1501.67%-1476.1pp | 578.59%-553.0pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $16,417 | $7,270+125.8% | $6,568+149.9% | $5,439+201.8% |
| Admin fee / account holder | $14,912 | $13,799+8.1% | $11,282+32.2% | $10,886+37.0% |