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 | $101,465 | $144,124-29.6% | $117,857-13.9% | $147,585-31.2% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 5.15% | 531.17%-526.0pp | 335.09%-329.9pp | 578.56%-573.4pp |
| Employer contribution / active EE | $314 | $4,897-93.6% | $3,786-91.7% | $4,876-93.6% |
| Participant deferral / active EE | $3,156 | $5,316-40.6% | $4,482-29.6% | $5,439-42.0% |
| Admin fee / account holder | $33,600 | $10,886+208.6% | $8,020+318.9% | $10,885+208.7% |