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 | $115,901 | $154,228-24.9% | $145,433-20.3% | $137,256-15.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 0.21% | 74.59%-74.4pp | 66.58%-66.4pp | 220.34%-220.1pp |
| Employer contribution / active EE | $535 | $4,804-88.9% | $4,554-88.3% | $4,156-87.1% |
| Participant deferral / active EE | $8,000 | $8,216-2.6% | $7,897+1.3% | $6,407+24.9% |
| Admin fee / account holder | $1,906 | $14,344-86.7% | $13,129-85.5% | $12,270-84.5% |