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 | $134,361 | $102,595+31.0% | $94,057+42.9% | $154,746-13.2% |
| Participation rate | 88.9% | 76.0%+12.9pp | 73.3%+15.5pp | 80.7%+8.2pp |
| Annual return | 18.82% | 583.42%-564.6pp | 480.62%-461.8pp | 172.34%-153.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,837 | $5,118+53.1% | $4,709+66.4% | $6,730+16.4% |
| Admin fee / account holder | $36,428 | $7,736+370.9% | $7,244+402.8% | $14,365+153.6% |