Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $89,655 | $174,379-48.6% | $152,093-41.1% | $138,895-35.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.53% | 74.86%-64.3pp | 66.36%-55.8pp | 145.39%-134.9pp |
| Employer contribution / active EE | $716 | $4,652-84.6% | $4,175-82.9% | $4,194-82.9% |
| Participant deferral / active EE | $31,060 | $6,159+404.3% | $5,451+469.8% | $6,396+385.6% |
| Admin fee / account holder | $5,286 | $16,880-68.7% | $14,497-63.5% | $12,562-57.9% |