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 | $123,388 | $101,798+21.2% | $165,071-25.3% | $80,935+52.5% |
| Participation rate | 78.9% | 71.8%+7.1pp | 78.6%+0.3pp | 67.7%+11.2pp |
| Annual return | 8.92% | 16.73%-7.8pp | 70.17%-61.2pp | 35.66%-26.7pp |
| Employer contribution / active EE | $418 | $2,954-85.9% | $4,347-90.4% | $2,757-84.8% |
| Participant deferral / active EE | $7,202 | $4,476+60.9% | $6,035+19.3% | $4,299+67.5% |
| Admin fee / account holder | $13,056 | $8,221+58.8% | $12,695+2.8% | $6,924+88.5% |