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 | $227,525 | $115,810+96.5% | $101,271+124.7% | $158,966+43.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.94% | 56.15%-51.2pp | 46.48%-41.5pp | 302.95%-298.0pp |
| Employer contribution / active EE | $719 | $4,175-82.8% | $3,660-80.3% | $4,762-84.9% |
| Participant deferral / active EE | $7,867 | $4,958+58.7% | $4,371+80.0% | $5,983+31.5% |
| Admin fee / account holder | $54,535 | $7,248+652.4% | $5,948+816.9% | $11,250+384.8% |