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 | $93,618 | $86,949+7.7% | $102,460-8.6% | $80,959+15.6% |
| Participation rate | 91.7% | 72.4%+19.3pp | 76.5%+15.2pp | 67.7%+24.0pp |
| Annual return | 6.72% | 18.89%-12.2pp | 29.47%-22.8pp | 35.67%-29.0pp |
| Employer contribution / active EE | $409 | $2,370-82.7% | $3,025-86.5% | $2,757-85.2% |
| Participant deferral / active EE | $2,862 | $4,121-30.6% | $5,056-43.4% | $4,300-33.5% |
| Admin fee / account holder | $19,264 | $8,048+139.4% | $9,460+103.6% | $6,925+178.2% |