Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $35,050 | $183,592-80.9% | $155,574-77.5% | $145,877-76.0% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 6.75% | 61.37%-54.6pp | 64.87%-58.1pp | 551.28%-544.5pp |
| Employer contribution / active EE | $73 | $5,317-98.6% | $4,676-98.4% | $4,663-98.4% |
| Participant deferral / active EE | $7,609 | $6,466+17.7% | $5,629+35.2% | $6,691+13.7% |
| Admin fee / account holder | $1,762 | $19,316-90.9% | $15,914-88.9% | $13,402-86.8% |