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 | $68,016 | $171,867-60.4% | $149,716-54.6% | $147,585-53.9% |
| Participation rate | 72.2% | 88.2%-16.0pp | 87.1%-14.8pp | 82.8%-10.6pp |
| Annual return | 11.78% | 2113.36%-2101.6pp | 1501.67%-1489.9pp | 578.58%-566.8pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,151 | $7,270+12.1% | $6,568+24.1% | $5,439+49.9% |
| Admin fee / account holder | $7,036 | $13,799-49.0% | $11,282-37.6% | $10,886-35.4% |