Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $102,651 | $209,422-51.0% | $178,503-42.5% | $158,982-35.4% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 15.05% | 188.81%-173.8pp | 151.12%-136.1pp | 302.99%-287.9pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,128 | $5,955-30.7% | $5,202-20.7% | $5,983-31.0% |
| Admin fee / account holder | $1,091 | $17,079-93.6% | $13,987-92.2% | $11,252-90.3% |