Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $191,378 | $176,120+8.7% | $159,487+20.0% | $167,553+14.2% |
| Participation rate | 84.2% | 85.0%-0.7pp | 82.8%+1.4pp | 82.1%+2.1pp |
| Annual return | 18.30% | 331.95%-313.7pp | 263.71%-245.4pp | 478.89%-460.6pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $11,233 | $7,752+44.9% | $7,354+52.8% | $6,343+77.1% |
| Admin fee / account holder | $418 | $12,561-96.7% | $10,804-96.1% | $12,316-96.6% |