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 | $83,812 | $73,988+13.3% | $96,538-13.2% | $75,177+11.5% |
| Participation rate | 80.3% | 66.4%+13.9pp | 74.3%+6.0pp | 67.2%+13.1pp |
| Annual return | 6.79% | 26.73%-19.9pp | 35.74%-29.0pp | 160.75%-154.0pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,947 | $3,660+117.1% | $4,880+62.8% | $4,126+92.6% |
| Admin fee / account holder | $5,556 | $5,220+6.4% | $6,737-17.5% | $5,651-1.7% |