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 | $101,339 | $175,231-42.2% | $149,696-32.3% | $139,466-27.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.72% | 166.77%-150.0pp | 134.46%-117.7pp | 373.66%-356.9pp |
| Employer contribution / active EE | $1,074 | $5,478-80.4% | $4,821-77.7% | $4,754-77.4% |
| Participant deferral / active EE | $3,255 | $6,521-50.1% | $5,682-42.7% | $6,712-51.5% |
| Admin fee / account holder | $10,179 | $16,155-37.0% | $13,212-23.0% | $11,409-10.8% |