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 | $84,374 | $56,544+49.2% | $75,501+11.8% | $70,126+20.3% |
| Participation rate | 94.2% | 68.1%+26.1pp | 72.4%+21.9pp | 69.5%+24.7pp |
| Annual return | 12.05% | 23.59%-11.5pp | 27.35%-15.3pp | 73.15%-61.1pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,325 | $2,580+183.9% | $3,142+133.1% | $3,332+119.8% |
| Admin fee / account holder | $32,988 | $3,827+762.1% | $5,801+468.7% | $4,645+610.1% |