Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $189,883 | $80,983+134.5% | $96,544+96.7% | $75,177+152.6% |
| Participation rate | 85.7% | 71.8%+13.9pp | 76.0%+9.7pp | 67.2%+18.5pp |
| Annual return | 7.49% | 27.05%-19.6pp | 25.88%-18.4pp | 160.75%-153.3pp |
| Employer contribution / active EE | $629 | $2,282-72.5% | $2,966-78.8% | $2,671-76.5% |
| Participant deferral / active EE | $3,926 | $3,929-0.1% | $4,851-19.1% | $4,126-4.8% |
| Admin fee / account holder | $1,963 | $6,717-70.8% | $8,254-76.2% | $5,651-65.3% |