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 | $79,783 | $60,349+32.2% | $74,184+7.5% | $62,881+26.9% |
| Participation rate | 71.8% | 72.7%-0.9pp | 76.6%-4.8pp | 69.3%+2.5pp |
| Annual return | 4.12% | 21.38%-17.3pp | 17.74%-13.6pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,489 | $2,856+22.2% | $3,550-1.7% | $3,203+8.9% |
| Admin fee / account holder | $710 | $4,261-83.3% | $5,586-87.3% | $4,296-83.5% |