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 | $194,159 | $100,060+94.0% | $149,721+29.7% | $70,126+176.9% |
| Participation rate | 71.9% | 83.6%-11.7pp | 87.1%-15.2pp | 69.5%+2.3pp |
| Annual return | 9.28% | 27.46%-18.2pp | 1501.67%-1492.4pp | 73.15%-63.9pp |
| Employer contribution / active EE | $622 | $3,661-83.0% | $5,444-88.6% | $2,343-73.4% |
| Participant deferral / active EE | $7,998 | $4,982+60.5% | $6,568+21.8% | $3,332+140.0% |
| Admin fee / account holder | $50,139 | $8,285+505.2% | $11,282+344.4% | $4,645+979.3% |