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 | $171,083 | $138,102+23.9% | $125,381+36.5% | $134,532+27.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.58% | 750.73%-769.3pp | 572.31%-590.9pp | 418.27%-436.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $14,529 | $7,801+86.3% | $7,448+95.1% | $6,401+127.0% |
| Admin fee / account holder | $11,653 | $11,568+0.7% | $10,007+16.4% | $11,429+2.0% |