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 | $55,633 | $171,867-67.6% | $149,716-62.8% | $147,585-62.3% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 23.04% | 2113.36%-2090.3pp | 1501.67%-1478.6pp | 578.58%-555.5pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $12,880 | $7,270+77.2% | $6,568+96.1% | $5,439+136.8% |
| Admin fee / account holder | $5,974 | $13,799-56.7% | $11,282-47.0% | $10,886-45.1% |