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 | $95,901 | $88,754+8.1% | $81,820+17.2% | $145,877-34.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 19.80% | 1031.77%-1012.0pp | 777.93%-758.1pp | 551.28%-531.5pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,631 | $4,648+150.3% | $4,323+169.1% | $6,691+73.8% |
| Admin fee / account holder | $19,530 | $8,424+131.8% | $7,391+164.3% | $13,402+45.7% |