Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $113,753 | $65,361+74.0% | $92,903+22.4% | $72,983+55.9% |
| Participation rate | 96.2% | 68.3%+27.8pp | 76.0%+20.2pp | 69.5%+26.7pp |
| Annual return | 10.88% | 42.11%-31.2pp | 109.43%-98.6pp | 81.01%-70.1pp |
| Employer contribution / active EE | $83 | $2,594-96.8% | $3,653-97.7% | $2,440-96.6% |
| Participant deferral / active EE | $5,735 | $3,128+83.3% | $4,238+35.3% | $3,608+59.0% |
| Admin fee / account holder | $4,378 | $4,251+3.0% | $5,795-24.4% | $5,124-14.6% |