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 | $118,743 | $60,139+97.4% | $90,461+31.3% | $79,856+48.7% |
| Participation rate | 89.5% | 65.0%+24.5pp | 72.7%+16.8pp | 69.6%+19.8pp |
| Annual return | 13.62% | 71.96%-58.3pp | 1294.76%-1281.1pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,300 | $2,939+12.3% | $3,964-16.7% | $3,741-11.8% |
| Admin fee / account holder | $6,676 | $3,978+67.8% | $5,617+18.9% | $5,306+25.8% |