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 | $143,399 | $88,710+61.6% | $81,783+75.3% | $145,959-1.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 15.17% | 1027.26%-1012.1pp | 775.05%-759.9pp | 561.95%-546.8pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $19,742 | $4,645+325.0% | $4,320+356.9% | $6,689+195.2% |
| Admin fee / account holder | $1,210 | $8,407-85.6% | $7,380-83.6% | $13,398-91.0% |