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 | $174,989 | $152,612+14.7% | $125,192+39.8% | $152,897+14.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 5.79% | 54.85%-49.1pp | 43.79%-38.0pp | 345.43%-339.6pp |
| Employer contribution / active EE | $624 | $4,947-87.4% | $3,866-83.9% | $4,764-86.9% |
| Participant deferral / active EE | $3,897 | $5,868-33.6% | $4,937-21.1% | $5,851-33.4% |
| Admin fee / account holder | $438 | $13,437-96.7% | $9,704-95.5% | $11,599-96.2% |