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 | $109,672 | $108,825+0.8% | $156,181-29.8% | $82,448+33.0% |
| Participation rate | 83.3% | 72.4%+11.0pp | 78.8%+4.5pp | 68.1%+15.3pp |
| Annual return | 9.70% | 20.59%-10.9pp | 64.87%-55.2pp | 41.64%-31.9pp |
| Employer contribution / active EE | $551 | $2,870-80.8% | $4,294-87.2% | $2,551-78.4% |
| Participant deferral / active EE | $4,101 | $4,577-10.4% | $6,132-33.1% | $4,139-0.9% |
| Admin fee / account holder | $21,619 | $9,341+131.5% | $14,586+48.2% | $7,234+198.8% |