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 | $68,734 | $183,539-62.6% | $155,556-55.8% | $145,897-52.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 7.03% | 61.31%-54.3pp | 64.84%-57.8pp | 552.29%-545.3pp |
| Employer contribution / active EE | $947 | $5,315-82.2% | $4,675-79.8% | $4,663-79.7% |
| Participant deferral / active EE | $6,881 | $6,467+6.4% | $5,631+22.2% | $6,689+2.9% |
| Admin fee / account holder | $1,112 | $19,275-94.2% | $15,885-93.0% | $13,390-91.7% |