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 | $86,570 | $106,749-18.9% | $145,433-40.5% | $82,448+5.0% |
| Participation rate | 82.5% | 75.6%+6.9pp | 82.1%+0.4pp | 68.1%+14.4pp |
| Annual return | 10.49% | 27.59%-17.1pp | 66.58%-56.1pp | 41.64%-31.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,136 | $6,519+9.5% | $7,897-9.6% | $4,139+72.4% |
| Admin fee / account holder | $8,126 | $8,390-3.1% | $13,129-38.1% | $7,234+12.3% |