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 | $80,128 | $77,523+3.4% | $100,383-20.2% | $80,874-0.9% |
| Participation rate | 93.3% | 77.0%+16.4pp | 81.5%+11.8pp | 67.6%+25.7pp |
| Annual return | 10.56% | 37.21%-26.6pp | 49.26%-38.7pp | 35.62%-25.1pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,514 | $6,822-19.2% | $8,086-31.8% | $4,297+28.3% |
| Admin fee / account holder | $21,757 | $5,899+268.8% | $7,900+175.4% | $6,935+213.7% |