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 | $154,304 | $94,436+63.4% | $115,599+33.5% | $82,637+86.7% |
| Participation rate | 75.0% | 70.4%+4.6pp | 74.3%+0.7pp | 68.1%+6.9pp |
| Annual return | 10.49% | 18.37%-7.9pp | 111.10%-100.6pp | 53.51%-43.0pp |
| Employer contribution / active EE | $428 | $2,324-81.6% | $2,955-85.5% | $2,552-83.2% |
| Participant deferral / active EE | $6,187 | $3,955+56.4% | $4,889+26.5% | $4,126+49.9% |
| Admin fee / account holder | $33,818 | $10,328+227.4% | $12,841+163.4% | $7,339+360.8% |