Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $130,384 | $125,190+4.1% | $105,624+23.4% | $145,897-10.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.57% | 225.22%-214.7pp | 116.20%-105.6pp | 552.29%-541.7pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,434 | $5,716+82.5% | $5,013+108.1% | $6,689+56.0% |
| Admin fee / account holder | $16,522 | $17,138-3.6% | $10,961+50.7% | $13,390+23.4% |