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 | $112,151 | $124,175-9.7% | $108,405+3.5% | $167,536-33.1% |
| Participation rate | 77.8% | 82.3%-4.5pp | 80.1%-2.4pp | 82.1%-4.3pp |
| Annual return | 28.61% | 1380.13%-1351.5pp | 905.55%-876.9pp | 478.82%-450.2pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,811 | $6,908-59.3% | $6,563-57.2% | $6,342-55.7% |
| Admin fee / account holder | $1,923 | $9,457-79.7% | $7,297-73.6% | $12,315-84.4% |