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 | $82,783 | $60,349+37.2% | $74,184+11.6% | $62,881+31.7% |
| Participation rate | 97.4% | 72.7%+24.6pp | 76.6%+20.7pp | 69.3%+28.1pp |
| Annual return | 3.66% | 21.38%-17.7pp | 17.74%-14.1pp | 20.14%-16.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,279 | $2,856+49.8% | $3,550+20.6% | $3,203+33.6% |
| Admin fee / account holder | $1,061 | $4,261-75.1% | $5,586-81.0% | $4,296-75.3% |