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 | $84,080 | $202,342-58.4% | $172,753-51.3% | $152,909-45.0% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 30.08% | 1029.88%-999.8pp | 803.00%-772.9pp | 345.46%-315.4pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,378 | $5,948-26.4% | $5,198-15.8% | $5,851-25.2% |
| Admin fee / account holder | $1,673 | $17,112-90.2% | $13,956-88.0% | $11,601-85.6% |