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 | $238,766 | $198,462+20.3% | $170,439+40.1% | $147,585+61.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.88% | 257.30%-248.4pp | 205.94%-197.1pp | 578.58%-569.7pp |
| Employer contribution / active EE | $831 | $6,184-86.6% | $5,433-84.7% | $4,876-83.0% |
| Participant deferral / active EE | $5,475 | $5,629-2.8% | $4,939+10.8% | $5,439+0.7% |
| Admin fee / account holder | $16,000 | $16,852-5.1% | $13,881+15.3% | $10,886+47.0% |