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 | $129,082 | $111,535+15.7% | $105,223+22.7% | $137,256-6.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.47% | 237.85%-228.4pp | 180.65%-171.2pp | 220.34%-210.9pp |
| Employer contribution / active EE | $764 | $3,939-80.6% | $3,689-79.3% | $4,156-81.6% |
| Participant deferral / active EE | $8,615 | $5,500+56.6% | $5,072+69.9% | $6,407+34.5% |
| Admin fee / account holder | $15,885 | $9,721+63.4% | $8,859+79.3% | $12,270+29.5% |