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 | $110,665 | $201,372-45.0% | $184,260-39.9% | $145,884-24.1% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 7.32% | 29.04%-21.7pp | 28.84%-21.5pp | 551.85%-544.5pp |
| Employer contribution / active EE | $1,115 | $7,024-84.1% | $6,427-82.7% | $4,662-76.1% |
| Participant deferral / active EE | $9,547 | $9,808-2.7% | $9,133+4.5% | $6,690+42.7% |
| Admin fee / account holder | $1,068 | $16,362-93.5% | $13,898-92.3% | $13,392-92.0% |