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 | $100,559 | $72,492+38.7% | $87,104+15.4% | $72,975+37.8% |
| Participation rate | 73.9% | 72.8%+1.1pp | 76.9%-3.0pp | 69.5%+4.4pp |
| Annual return | 13.21% | 24.46%-11.3pp | 28.19%-15.0pp | 81.01%-67.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,891 | $3,270+49.6% | $4,048+20.8% | $3,608+35.6% |
| Admin fee / account holder | $7,584 | $5,055+50.0% | $7,491+1.2% | $5,124+48.0% |