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 | $122,057 | $106,524+14.6% | $152,301-19.9% | $87,485+39.5% |
| Participation rate | 85.7% | 75.8%+10.0pp | 82.4%+3.3pp | 68.9%+16.8pp |
| Annual return | 13.83% | 26.89%-13.1pp | 80.50%-66.7pp | 26.06%-12.2pp |
| Employer contribution / active EE | $429 | $3,371-87.3% | $4,624-90.7% | $2,596-83.5% |
| Participant deferral / active EE | $7,830 | $6,525+20.0% | $8,004-2.2% | $4,274+83.2% |
| Admin fee / account holder | $16,348 | $8,287+97.3% | $14,398+13.5% | $7,775+110.3% |