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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,187 | $155,555-15.7% | $146,866-10.7% | $155,188-15.5% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.5%-12.5pp | 80.8%-10.8pp |
| Annual return | 9.04% | 115.41%-106.4pp | 102.85%-93.8pp | 148.84%-139.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,661 | $8,044-42.1% | $7,759-39.9% | $6,531-28.6% |
| Admin fee / account holder | $26,059 | $14,755+76.6% | $13,620+91.3% | $14,480+80.0% |