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 | $108,402 | $65,364+65.8% | $92,909+16.7% | $72,975+48.5% |
| Participation rate | 97.5% | 68.3%+29.2pp | 76.0%+21.5pp | 69.5%+28.0pp |
| Annual return | 2.12% | 42.11%-40.0pp | 109.44%-107.3pp | 81.01%-78.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,451 | $3,128+170.1% | $4,238+99.4% | $3,608+134.2% |
| Admin fee / account holder | $1,779 | $4,251-58.2% | $5,795-69.3% | $5,124-65.3% |