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 | $102,789 | $94,031+9.3% | $115,768-11.2% | $82,448+24.7% |
| Participation rate | 93.5% | 70.4%+23.1pp | 74.4%+19.1pp | 68.1%+25.4pp |
| Annual return | 11.41% | 20.61%-9.2pp | 100.46%-89.0pp | 41.64%-30.2pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,820 | $3,972-54.2% | $4,917-63.0% | $4,139-56.0% |
| Admin fee / account holder | $538 | $10,249-94.8% | $12,439-95.7% | $7,234-92.6% |