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 | $36,376 | $99,011-63.3% | $86,582-58.0% | $147,586-75.4% |
| Participation rate | 92.9% | 76.3%+16.5pp | 73.5%+19.3pp | 82.8%+10.0pp |
| Annual return | 13.76% | 1312.75%-1299.0pp | 965.08%-951.3pp | 578.59%-564.8pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,697 | $3,972-32.1% | $3,609-25.3% | $5,439-50.4% |
| Admin fee / account holder | $2,057 | $5,709-64.0% | $4,904-58.0% | $10,886-81.1% |