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 | $178,760 | $166,131+7.6% | $164,975+8.4% | $145,877+22.5% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 15.19% | 100.37%-85.2pp | 70.12%-54.9pp | 551.28%-536.1pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,247 | $6,962+75.9% | $6,033+103.0% | $6,691+83.1% |
| Admin fee / account holder | $655 | $16,648-96.1% | $12,688-94.8% | $13,402-95.1% |