Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $27,017 | $148,623-81.8% | $135,974-80.1% | $139,466-80.6% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 830.87% | 79.30%+751.6pp | 68.30%+762.6pp | 373.66%+457.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $14,603 | $8,103+80.2% | $7,760+88.2% | $6,712+117.6% |
| Admin fee / account holder | $37,137 | $12,406+199.4% | $10,767+244.9% | $11,409+225.5% |