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 | $245,865 | $176,077+39.6% | $159,455+54.2% | $167,518+46.8% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 13.40% | 331.83%-318.4pp | 263.63%-250.2pp | 478.71%-465.3pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $14,244 | $7,751+83.8% | $7,353+93.7% | $6,342+124.6% |
| Admin fee / account holder | $19,848 | $12,556+58.1% | $10,800+83.8% | $12,312+61.2% |