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 | $62,724 | $114,119-45.0% | $107,187-41.5% | $138,895-54.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 9.85% | 273.21%-263.4pp | 204.55%-194.7pp | 145.39%-135.5pp |
| Employer contribution / active EE | $808 | $4,059-80.1% | $3,782-78.6% | $4,194-80.7% |
| Participant deferral / active EE | $6,070 | $5,538+9.6% | $5,096+19.1% | $6,396-5.1% |
| Admin fee / account holder | $23,227 | $10,024+131.7% | $9,162+153.5% | $12,562+84.9% |