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 | $149,561 | $162,529-8.0% | $130,788+14.4% | $154,746-3.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 9.31% | 510.48%-501.2pp | 386.44%-377.1pp | 172.34%-163.0pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,268 | $4,808+113.6% | $4,137+148.2% | $6,730+52.6% |
| Admin fee / account holder | $74,360 | $7,669+869.6% | $6,673+1014.4% | $14,365+417.6% |