Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $116,517 | $109,359+6.5% | $162,185-28.2% | $72,976+59.7% |
| Participation rate | 75.0% | 84.3%-9.3pp | 87.6%-12.6pp | 69.5%+5.5pp |
| Annual return | 5.03% | 25.46%-20.4pp | 115.61%-110.6pp | 81.02%-76.0pp |
| Employer contribution / active EE | $1,144 | $3,907-70.7% | $5,613-79.6% | $2,440-53.1% |
| Participant deferral / active EE | $5,044 | $5,481-8.0% | $7,297-30.9% | $3,608+39.8% |
| Admin fee / account holder | $20,725 | $7,972+160.0% | $10,844+91.1% | $5,124+304.5% |