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 | $113,158 | $81,476+38.9% | $102,383+10.5% | $80,925+39.8% |
| Participation rate | 80.8% | 66.8%+13.9pp | 74.5%+6.3pp | 67.7%+13.1pp |
| Annual return | 10.34% | 25.59%-15.3pp | 24.94%-14.6pp | 35.65%-25.3pp |
| Employer contribution / active EE | $730 | $3,105-76.5% | $3,870-81.1% | $2,756-73.5% |
| Participant deferral / active EE | $3,983 | $3,871+2.9% | $5,060-21.3% | $4,299-7.3% |
| Admin fee / account holder | $964 | $6,717-85.6% | $8,391-88.5% | $6,940-86.1% |