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 | $137,688 | $150,447-8.5% | $136,298+1.0% | $147,586-6.7% |
| Participation rate | 77.3% | 84.4%-7.1pp | 81.9%-4.6pp | 82.8%-5.6pp |
| Annual return | 17.96% | 1049.15%-1031.2pp | 5156.27%-5138.3pp | 578.59%-560.6pp |
| Employer contribution / active EE | $611 | $5,256-88.4% | $4,696-87.0% | $4,876-87.5% |
| Participant deferral / active EE | $5,383 | $6,631-18.8% | $6,247-13.8% | $5,439-1.0% |
| Admin fee / account holder | $3,948 | $10,906-63.8% | $9,244-57.3% | $10,886-63.7% |