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 | $69,078 | $102,422-32.6% | $147,117-53.0% | $80,959-14.7% |
| Participation rate | 71.7% | 75.9%-4.2pp | 82.2%-10.5pp | 67.7%+4.0pp |
| Annual return | 10.82% | 135.16%-124.3pp | 420.54%-409.7pp | 35.67%-24.8pp |
| Employer contribution / active EE | $824 | $3,717-77.8% | $4,932-83.3% | $2,757-70.1% |
| Participant deferral / active EE | $7,393 | $6,652+11.1% | $8,065-8.3% | $4,300+71.9% |
| Admin fee / account holder | $6,872 | $7,953-13.6% | $12,993-47.1% | $6,925-0.8% |