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 | $180,174 | $129,737+38.9% | $119,126+51.2% | $154,746+16.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.70% | 379.08%-365.4pp | 282.11%-268.4pp | 172.34%-158.6pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $31,000 | $5,842+430.7% | $5,318+482.9% | $6,730+360.6% |
| Admin fee / account holder | $2,436 | $11,961-79.6% | $10,693-77.2% | $14,365-83.0% |