Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $79,384 | $201,259-60.6% | $184,200-56.9% | $145,959-45.6% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 9.00% | 28.98%-20.0pp | 28.80%-19.8pp | 561.95%-552.9pp |
| Employer contribution / active EE | $1,317 | $7,018-81.2% | $6,424-79.5% | $4,661-71.7% |
| Participant deferral / active EE | $7,672 | $9,806-21.8% | $9,132-16.0% | $6,689+14.7% |
| Admin fee / account holder | $1,203 | $16,372-92.7% | $13,907-91.3% | $13,398-91.0% |