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 | $177,684 | $148,629+19.5% | $135,982+30.7% | $139,487+27.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.56% | 79.33%-68.8pp | 68.32%-57.8pp | 373.84%-363.3pp |
| Employer contribution / active EE | $159 | $5,247-97.0% | $4,859-96.7% | $4,755-96.6% |
| Participant deferral / active EE | $7,608 | $8,102-6.1% | $7,760-2.0% | $6,713+13.3% |
| Admin fee / account holder | $3,988 | $12,406-67.9% | $10,767-63.0% | $11,407-65.0% |