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 | $70,630 | $150,446-53.1% | $136,297-48.2% | $147,585-52.1% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 11.28% | 1049.14%-1037.9pp | 5156.19%-5144.9pp | 578.58%-567.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,946 | $6,631-10.3% | $6,247-4.8% | $5,439+9.3% |
| Admin fee / account holder | $25,736 | $10,906+136.0% | $9,244+178.4% | $10,886+136.4% |