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 | $90,182 | $160,070-43.7% | $147,117-38.7% | $145,897-38.2% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.2%-11.6pp | 80.3%-9.7pp |
| Annual return | 6.81% | 98.69%-91.9pp | 420.54%-413.7pp | 552.29%-545.5pp |
| Employer contribution / active EE | $192 | $5,285-96.4% | $4,932-96.1% | $4,663-95.9% |
| Participant deferral / active EE | $5,735 | $8,419-31.9% | $8,065-28.9% | $6,689-14.3% |
| Admin fee / account holder | $54,037 | $15,035+259.4% | $12,993+315.9% | $13,390+303.6% |