Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $77,932 | $78,707-1.0% | $117,861-33.9% | $70,126+11.1% |
| Participation rate | 91.4% | 73.2%+18.2pp | 79.7%+11.8pp | 69.5%+21.9pp |
| Annual return | 11.33% | 23.30%-12.0pp | 335.11%-323.8pp | 73.15%-61.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,355 | $3,297+1.7% | $4,482-25.2% | $3,332+0.7% |
| Admin fee / account holder | $1,723 | $5,066-66.0% | $8,021-78.5% | $4,645-62.9% |