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 | $219,171 | $209,422+4.7% | $178,503+22.8% | $158,982+37.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.94% | 188.81%-180.9pp | 151.12%-143.2pp | 302.99%-295.0pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $12,480 | $5,955+109.6% | $5,202+139.9% | $5,983+108.6% |
| Admin fee / account holder | $5,179 | $17,079-69.7% | $13,987-63.0% | $11,252-54.0% |