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 | $169,518 | $180,749-6.2% | $160,784+5.4% | $137,256+23.5% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 6.70% | 2234.46%-2227.8pp | 1803.92%-1797.2pp | 220.34%-213.6pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,212 | $6,844-53.1% | $6,293-49.0% | $6,407-49.9% |
| Admin fee / account holder | $110,059 | $10,397+958.6% | $9,717+1032.6% | $12,270+797.0% |