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 | $209,515 | $199,109+5.2% | $173,730+20.6% | $154,746+35.4% |
| Participation rate | 88.2% | 82.8%+5.4pp | 79.6%+8.7pp | 80.7%+7.5pp |
| Annual return | 6.52% | 20.02%-13.5pp | 19.96%-13.4pp | 172.34%-165.8pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,265 | $7,113-26.0% | $6,326-16.8% | $6,730-21.8% |
| Admin fee / account holder | $101,496 | $20,916+385.3% | $17,523+479.2% | $14,365+606.5% |