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 | $72,010 | $159,978-55.0% | $147,041-51.0% | $145,978-50.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 8.46% | 98.36%-89.9pp | 419.21%-410.7pp | 550.52%-542.1pp |
| Employer contribution / active EE | $839 | $5,288-84.1% | $4,935-83.0% | $4,662-82.0% |
| Participant deferral / active EE | $5,785 | $8,429-31.4% | $8,071-28.3% | $6,690-13.5% |
| Admin fee / account holder | $24,178 | $15,053+60.6% | $13,006+85.9% | $13,400+80.4% |