Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $112,717 | $156,398-27.9% | $147,318-23.5% | $138,895-18.8% |
| Participation rate | 84.6% | 83.8%+0.9pp | 82.1%+2.6pp | 79.9%+4.7pp |
| Annual return | 11.07% | 78.75%-67.7pp | 70.43%-59.4pp | 145.39%-134.3pp |
| Employer contribution / active EE | $1 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,919 | $8,237-28.1% | $7,906-25.1% | $6,396-7.5% |
| Admin fee / account holder | $710 | $14,976-95.3% | $13,708-94.8% | $12,562-94.3% |