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 | $129,089 | $78,423+64.6% | $95,964+34.5% | $79,856+61.7% |
| Participation rate | 90.7% | 73.5%+17.2pp | 77.1%+13.6pp | 69.6%+21.1pp |
| Annual return | 7.22% | 19.37%-12.2pp | 91.64%-84.4pp | 31.71%-24.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,218 | $3,440+22.6% | $4,167+1.2% | $3,741+12.8% |
| Admin fee / account holder | $20,001 | $5,622+255.8% | $6,797+194.3% | $5,306+276.9% |