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 | $52,705 | $169,356-68.9% | $129,406-59.3% | $145,897-63.9% |
| Participation rate | 81.8% | 76.5%+5.3pp | 69.6%+12.2pp | 80.3%+1.5pp |
| Annual return | 18.50% | 14418.62%-14400.1pp | 9468.18%-9449.7pp | 552.29%-533.8pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,560 | $4,987-8.5% | $4,167+9.4% | $6,689-31.8% |
| Admin fee / account holder | $3,885 | $9,915-60.8% | $7,689-49.5% | $13,390-71.0% |