Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $35,321 | $201,264-82.5% | $184,185-80.8% | $145,978-75.8% |
| Participation rate | 82.4% | 87.5%-5.1pp | 86.8%-4.5pp | 80.3%+2.1pp |
| Annual return | 217.13% | 29.00%+188.1pp | 28.81%+188.3pp | 550.52%-333.4pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,961 | $9,806+32.2% | $9,132+41.9% | $6,690+93.7% |
| Admin fee / account holder | $4,402 | $16,376-73.1% | $13,909-68.4% | $13,400-67.1% |