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 | $239,615 | $67,602+254.5% | $82,312+191.1% | $70,126+241.7% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.9%+6.4pp | 69.5%+13.8pp |
| Annual return | 11.09% | 21.57%-10.5pp | 25.88%-14.8pp | 73.15%-62.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,340 | $2,987+112.2% | $3,706+71.1% | $3,332+90.3% |
| Admin fee / account holder | $9,983 | $4,512+121.3% | $5,608+78.0% | $4,645+114.9% |