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 | $190,964 | $211,288-9.6% | $178,540+7.0% | $145,884+30.9% |
| Participation rate | 90.5% | 80.8%+9.7pp | 77.1%+13.4pp | 80.3%+10.2pp |
| Annual return | 4.02% | 30.27%-26.3pp | 27.15%-23.1pp | 551.85%-547.8pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,071 | $6,967-12.8% | $6,281-3.3% | $6,690-9.2% |
| Admin fee / account holder | $1,425 | $12,105-88.2% | $10,424-86.3% | $13,392-89.4% |