Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $38,602 | $202,342-80.9% | $172,752-77.7% | $152,897-74.8% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 138.86% | 1029.83%-891.0pp | 802.97%-664.1pp | 345.43%-206.6pp |
| Employer contribution / active EE | $1,227 | $5,858-79.1% | $5,144-76.2% | $4,764-74.3% |
| Participant deferral / active EE | $4,955 | $5,948-16.7% | $5,198-4.7% | $5,851-15.3% |
| Admin fee / account holder | $584 | $17,111-96.6% | $13,955-95.8% | $11,599-95.0% |