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 | $198,793 | $156,398+27.1% | $147,318+34.9% | $138,895+43.1% |
| Participation rate | 84.2% | 83.8%+0.5pp | 82.1%+2.1pp | 79.9%+4.3pp |
| Annual return | 11.18% | 78.75%-67.6pp | 70.43%-59.3pp | 145.39%-134.2pp |
| Employer contribution / active EE | $844 | $4,853-82.6% | $4,593-81.6% | $4,194-79.9% |
| Participant deferral / active EE | $9,779 | $8,237+18.7% | $7,906+23.7% | $6,396+52.9% |
| Admin fee / account holder | $50,413 | $14,976+236.6% | $13,708+267.8% | $12,562+301.3% |