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 | $111,655 | $110,240+1.3% | $96,544+15.7% | $139,487-20.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 8.26% | 26.41%-18.2pp | 25.88%-17.6pp | 373.84%-365.6pp |
| Employer contribution / active EE | $111 | $3,622-96.9% | $2,966-96.3% | $4,755-97.7% |
| Participant deferral / active EE | $2,060 | $5,549-62.9% | $4,851-57.5% | $6,713-69.3% |
| Admin fee / account holder | $10,295 | $11,602-11.3% | $8,254+24.7% | $11,407-9.8% |