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 | $127,524 | $175,259-27.2% | $149,723-14.8% | $139,487-8.6% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 16.90% | 166.82%-149.9pp | 134.50%-117.6pp | 373.84%-356.9pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,096 | $6,522-21.9% | $5,682-10.3% | $6,713-24.1% |
| Admin fee / account holder | $334 | $16,158-97.9% | $13,215-97.5% | $11,407-97.1% |