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 | $54,130 | $217,432-75.1% | $185,849-70.9% | $167,536-67.7% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 22.63% | 148.42%-125.8pp | 122.10%-99.5pp | 478.82%-456.2pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,893 | $6,357-54.5% | $5,569-48.0% | $6,342-54.4% |
| Admin fee / account holder | $3,642 | $19,818-81.6% | $16,244-77.6% | $12,315-70.4% |