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 | $152,208 | $171,867-11.4% | $149,721+1.7% | $147,586+3.1% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 9.00% | 2113.36%-2104.4pp | 1501.67%-1492.7pp | 578.59%-569.6pp |
| Employer contribution / active EE | $150 | $6,275-97.6% | $5,444-97.2% | $4,876-96.9% |
| Participant deferral / active EE | $3,299 | $7,270-54.6% | $6,568-49.8% | $5,439-39.3% |
| Admin fee / account holder | $4,939 | $13,799-64.2% | $11,282-56.2% | $10,886-54.6% |