Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $144,405 | $125,193+15.3% | $105,591+36.8% | $145,978-1.1% |
| Participation rate | 90.0% | 77.6%+12.4pp | 75.3%+14.7pp | 80.3%+9.7pp |
| Annual return | 15.08% | 225.53%-210.5pp | 116.43%-101.3pp | 550.52%-535.4pp |
| Employer contribution / active EE | $0 | $3,718-100.0% | $3,166-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,107 | $5,708-63.1% | $5,008-57.9% | $6,690-68.5% |
| Admin fee / account holder | $23,542 | $17,277+36.3% | $11,024+113.6% | $13,400+75.7% |