Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $191,496 | $157,270+21.8% | $141,173+35.6% | $152,870+25.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 6.72% | 64.33%-57.6pp | 71.40%-64.7pp | 345.34%-338.6pp |
| Employer contribution / active EE | $723 | $5,261-86.3% | $4,735-84.7% | $4,763-84.8% |
| Participant deferral / active EE | $5,240 | $7,110-26.3% | $6,710-21.9% | $5,850-10.4% |
| Admin fee / account holder | $14,061 | $12,121+16.0% | $10,262+37.0% | $11,597+21.2% |