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 | $228,493 | $99,875+128.8% | $146,866+55.6% | $86,983+162.7% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 12.43% | 28.10%-15.7pp | 102.85%-90.4pp | 25.83%-13.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $16,788 | $6,322+165.5% | $7,759+116.4% | $4,194+300.3% |
| Admin fee / account holder | $24,112 | $7,838+207.6% | $13,620+77.0% | $7,856+206.9% |