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 | $236,158 | $126,661+86.4% | $113,397+108.3% | $138,895+70.0% |
| Participation rate | 88.9% | 79.4%+9.4pp | 76.5%+12.4pp | 79.9%+9.0pp |
| Annual return | 7.19% | 25.05%-17.9pp | 23.20%-16.0pp | 145.39%-138.2pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,202 | $5,693-26.2% | $5,076-17.2% | $6,396-34.3% |
| Admin fee / account holder | $104,713 | $14,549+619.7% | $11,957+775.8% | $12,562+733.6% |