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 | $63,166 | $60,349+4.7% | $74,184-14.9% | $62,881+0.5% |
| Participation rate | 96.4% | 72.7%+23.7pp | 76.6%+19.8pp | 69.3%+27.1pp |
| Annual return | 4.63% | 21.38%-16.7pp | 17.74%-13.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $173 | $1,680-89.7% | $2,370-92.7% | $2,281-92.4% |
| Participant deferral / active EE | $3,665 | $2,856+28.3% | $3,550+3.3% | $3,203+14.4% |
| Admin fee / account holder | $5,045 | $4,261+18.4% | $5,586-9.7% | $4,296+17.4% |