Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $26,344 | $138,078-80.9% | $125,363-79.0% | $134,509-80.4% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 16.72% | 750.49%-733.8pp | 572.15%-555.4pp | 418.13%-401.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,456 | $7,800-17.2% | $7,447-13.3% | $6,400+0.9% |
| Admin fee / account holder | $3,458 | $11,566-70.1% | $10,005-65.4% | $11,427-69.7% |