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 | $65,498 | $150,445-56.5% | $136,297-51.9% | $147,585-55.6% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 19.19% | 1049.14%-1029.9pp | 5156.16%-5137.0pp | 578.57%-559.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,060 | $6,631+51.7% | $6,247+61.0% | $5,439+85.0% |
| Admin fee / account holder | $12,968 | $10,906+18.9% | $9,244+40.3% | $10,885+19.1% |