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 | $102,907 | $110,137-6.6% | $161,149-36.1% | $82,637+24.5% |
| Participation rate | 76.7% | 72.4%+4.3pp | 78.8%-2.2pp | 68.1%+8.6pp |
| Annual return | 12.21% | 20.69%-8.5pp | 21.16%-8.9pp | 53.51%-41.3pp |
| Employer contribution / active EE | $370 | $2,856-87.1% | $4,360-91.5% | $2,552-85.5% |
| Participant deferral / active EE | $3,965 | $4,575-13.3% | $6,153-35.6% | $4,126-3.9% |
| Admin fee / account holder | $7,506 | $9,467-20.7% | $15,194-50.6% | $7,339+2.3% |