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 | $86,619 | $85,766+1.0% | $136,298-36.4% | $70,126+23.5% |
| Participation rate | 78.9% | 74.2%+4.8pp | 81.9%-3.0pp | 69.5%+9.4pp |
| Annual return | 9.87% | 31.46%-21.6pp | 5156.27%-5146.4pp | 73.15%-63.3pp |
| Employer contribution / active EE | $98 | $2,966-96.7% | $4,696-97.9% | $2,343-95.8% |
| Participant deferral / active EE | $4,031 | $5,051-20.2% | $6,247-35.5% | $3,332+21.0% |
| Admin fee / account holder | $26,603 | $5,421+390.8% | $9,244+187.8% | $4,645+472.7% |